Est 1987 

Jacob Stuart & Knight Incorporated has managed almost $69 billion in global equity assets (since Dec. 31, 1987), primarily for retirement plans and other institutional clients. Our past and future equity capabilities encompass large-cap, mid-cap and small-cap stocks in developed and emerging equity markets worldwide. Across all markets, we draw upon a unified investment philosophy focused on independent fundamental research and superior stock selection.

We believe the key to consistent out performance is superior stock selection and disciplined risk management. Superior stock selection is achieved by systematically evaluating company fundamentals and conducting in-depth original research. Jacob Stuart & Knight Incorporated focuses on four critical drivers of stock performance: improving business fundamentals, the sustainability of these business fundamentals, rising investor expectations, and attractive relative valuation. Our goal is to maximize global information advantages and neutralize unintended portfolio risks. Jacob Stuart & Knight Incorporated© and the Global Asset Management team is connected to some of the largest asset managers in the world, with over 3,600 contacts located in over 15 Countries. We are a true global business Market Analysts.

Our staff of experienced equity investment professionals includes a diverse team of portfolio managers, research analysts, traders and associates. To maximize global information and the advantages of knowledge in our equity portfolios, we employ a unique and powerful research process combining fundamental insights with systematic disciplines. Our integrated Global Research Platform serves as a cornerstone of our research process. The Global Research Platform is comprised of complex stock evaluation tools from many of the world's most sophisticated and highly specialized independent research providers, data analysts, market watchdogs & global trends (both re-occurring and new). These inputs are combined in a unique proprietary and highly customized data management and screening framework, providing real time breadth of coverage and peer rankings encompassing currently more than 10,000 registered companies around the world.

Our research teams are organized primarily by industry sector, complemented by dedicated small cap and emerging markets specialists. Our analysts provide depth of coverage on the companies in their universe to provide the essential insights into industry trends and company specific considerations.
 

The combination of our Global Research Platform and traditional analyst-driven research is a key distinction of our process. Our research process also incorporates in-depth back-testing analysis, allowing us to refine and enhance our stock selection skills within particular market sectors over time. Additionally, we utilize disciplined portfolio construction and risk management techniques to tailor our strategies to distinct style and capitalization characteristics, consistent with specific client objectives.

We also specialize in the Portfolio recovery, A growing number of advisory firms and Brokerages alike are adding portfolio recovery to their growing list of services offered to investors. With individuals utilizing the opportunities that Jacob Stuart & Knight Incorporated© global and diversified investing can offer, more and more people find themselves in need of a portfolio recovery strategist which is becoming our forte with these difficult times. Jacob Stuart & Knight Incorporated is a diversified asset management organization and a member of the US Principal Financial Groups® giving you the confidence to trust in the markets again.

Our long term goal is to deliver long-term, consistent results for clients through our integrated investment platforms. We aim to provide innovative investment solutions by using the diversity, breadth and global scope of our capabilities. With your global resources and our client delivery, we are fully focused on our clients’ needs and goals, and seek to provide appropriate, pro-active solutions and exceptional client service at all times. By putting our clients at the heart of everything we do, we aim to be recognized as one of the world’s leading investment managers that care.

Jacob Stuart & Knight Incorporated, personally delivered Foreign Market Global Asset Management team is one of the core Business Groups of Jacob Stuart & Knight Incorporated, the other two being Global Wealth Management, Business Banking and the World Investment Centre bringing the latest in emerging markets with some shinning stars. At Jacob Stuart & Knight Incorporated Asset Management we also help to provide a diverse range of traditional, alternative markets and real property investment solutions to private clients, financial intermediaries and institutional investors around the globe.

Client servicing excellence is one of our key objectives where we combine investment expertise and sophisticated risk management with a clear commitment to providing clients with appropriate investment solutions to suit their needs. Our integrated distribution model is delivered through our regions of the Americas, some areas in the Asia Pacific and European regions, with the Middle East and Africa soon to follow, providing clients with a one firm approach and enabling them to experience the full strength of Jacob Stuart & Knight Incorporated.