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W.p. Stewart Holdings Fund Eur (0P00014N62)

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707.250 +2.920    +0.41%
25/04 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
ISIN:  LU0237484448 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 234.14M
W.P. Stewart Holdings Fund Class A EUR Acc 707.250 +2.920 +0.41%

0P00014N62 Overview

 
On this page you'll find an in-depth profile of W.p. Stewart Holdings Fund Eur. Learn about the key management, total assets, investment strategy and contact information of 0P00014N62 among other information.
Category

US Large-Cap Growth Equity

Total Assets

234.14M

Expenses

1.43%

Inception Date

Jun 08, 2012

Contact Information

Address One International Finance Centre
Hong Kong, L-2453
Hong Kong
Phone +352 46 39 36 151

Top Executives

Name Title Since Until
James T. Tierney Senior Vice President 2013 Now
Biography James T. Tierney, Jr. is Chief Investment Officer of Concentrated US Growth. Prior to joining AllianceBernstein in December 2013, he was CIO at W.P. Stewart & Co. Tierney began his career in 1988 in equity research at J.P. Morgan Investment Management, where he analyzed entertainment, healthcare and finance companies. He left J.P. Morgan in 1990 to pursue an MBA and returned in 1992 as a senior analyst covering energy, transportation, media and entertainment. Tierney joined W.P. Stewart in 2000. He holds a BS in finance from Providence College and an MBA from Columbia Business School at Columbia University.
Mark I. Phelps CIO (Chief Investment Officer) 2007 2022
Biography Mark Phelps is Chief Investment Officer of Concentrated Global Growth. Prior to joining AB in December 2013, he was president and managing director of Global Investments at W.P. Stewart & Co. From September 2008 to June 2013, Phelps also served as W.P. Stewart’s chief executive officer. He originally joined W.P. Stewart & Co. (Europe) in February 2005 as a global portfolio manager. Prior to that, Phelps held senior positions with the Kleinwort Benson/Dresdner Bank organization in London and San Francisco, most recently serving as CIO for Global Equities at Dresdner RCM in San Francisco.
William P. Stewart corporate consultant 2006 2013
Biography Bill Stewart is Executive Chairman of W.P. Stewart & Co., Ltd. Mr. Stewart started on Wall Street in 1955 on the trading floor of the New York Stock Exchange. He joined Spingarn, Heine & Co. in 1957 as an analyst/registered representative and, in 1961, moved to Pyne, Kendall & Hollister in the same capacity. He was successively Director of Research, General Partner responsible for the firm's investment advisory and institutional operations, President of its international investment banking subsidiary, Managing Partner and Chairman and Chief Executive Officer of Riter, Pyne, Kendall & Hollister, Inc. After the sale of Riter, Pyne's principal business in early 1973, Mr. Stewart joined Ruane, Cunniff & Co., an investment management firm, as Vice Chairman, while simultaneously founding W.P. Stewart & Company as a corporate consultant. He established W.P. Stewart & Company as an investment advisory firm in 1975. Mr. Stewart reduced his involvement in the firm in 2001 and fully retired from the day-to-day management of the firm at the end of 2004. He returned to the company full time in early 2007 and remains fully engaged in its research and investment management activities.
Harry W. Segalas Managing Partner & Chief Investment Officer 2005 2007
Biography Harry founded the Firm in 2007. Prior to the formation of the Firm, Harry served as Chairman, CEO, and Chief Investment Officer of W.P. Stewart & Co., Inc., where he worked for 17 years. In addition to overseeing the firm’s U.S. investment team, Harry directly managed $4 billion of institutional and high-net-worth client assets worldwide. From 1987 until joining W.P. Stewart in 1990, he was the Senior Packaged Food Analyst at Shearson Lehman Hutton. Harry began his career in 1982 as a research analyst at L.F. Rothschild, Unterberg & Towbin. He has a B.A. in Political Science and History from Tufts University.
William P. Stewart corporate consultant 1989 2005
Biography Bill Stewart is Executive Chairman of W.P. Stewart & Co., Ltd. Mr. Stewart started on Wall Street in 1955 on the trading floor of the New York Stock Exchange. He joined Spingarn, Heine & Co. in 1957 as an analyst/registered representative and, in 1961, moved to Pyne, Kendall & Hollister in the same capacity. He was successively Director of Research, General Partner responsible for the firm's investment advisory and institutional operations, President of its international investment banking subsidiary, Managing Partner and Chairman and Chief Executive Officer of Riter, Pyne, Kendall & Hollister, Inc. After the sale of Riter, Pyne's principal business in early 1973, Mr. Stewart joined Ruane, Cunniff & Co., an investment management firm, as Vice Chairman, while simultaneously founding W.P. Stewart & Company as a corporate consultant. He established W.P. Stewart & Company as an investment advisory firm in 1975. Mr. Stewart reduced his involvement in the firm in 2001 and fully retired from the day-to-day management of the firm at the end of 2004. He returned to the company full time in early 2007 and remains fully engaged in its research and investment management activities.
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