How We Invest


Stewart Capital Advisors, LLC (SCA) considers proprietary research to be the foundation of its investment process. Each company being considered undergoes a rigorous review process including analysis of financial statements and competition and interviews with company management.

The portfolio management team debates the merits and the detriments of a business, holding formal discussions on a company’s strengths and weaknesses during weekly meetings of the Investment Policy and Strategy Committee. A company must receive a super majority vote from the team professionals before it is included in a portfolio.

Through research and analysis, SCA seeks companies with the following characteristics:

  • high barriers to entry
  • high returns on invested capital
  • good growth prospects due to favorable demographics
  • participation in major, long-term trends
  • strong management teams
  • low price in comparison to the intrinsic value calculated by SCA