This strategy is offered by Newton Investment Management North America LLC (‘NIMNA’) in the United States. NIMNA is part of the Newton Investment Management Group.

Strategy Overview

The underlying concept of blockchain technology is the placement of any asset on a digital system, also known as a ledger, to record and validate any transaction type. The technology is an integral part of the broader digital transformation that is underway, which is fundamentally changing the way all businesses are operating and delivering value to customers. Key return drivers of companies that embrace blockchain technology include both revenue growth and cost saving opportunities.

Our global fundamental research platform comprises over 40 analysts who leverage their extensive expertise across specific industries and geographies to identify companies that align with the theme. Leveraging that expertise, we assign a proprietary materiality ranking to a company before adding it to our universe.

We then select from this universe, initially targeting 30 to 50 holdings that represent the strongest opportunity to develop significant exposure to the theme. The fundamental portfolio manager initially determines position sizing.

Strategy Profile

Objective

The strategy seeks to generate returns through a disciplined, concentrated equity portfolio that is designed to benefit from investment opportunities in blockchain. We seek companies that are utilizing blockchain technology and platforms to reduce costs or accelerate growth through the creation of secure, efficient, trusted and overall more robust platforms for transactions and assets.

Benchmark

MSCI ACWI

The MSCI ACWI performance benchmark is used as a comparator for this strategy. Information about the indices shown here is provided to allow for comparison of the performance of the strategy to that of certain well-known and widely recognized indices. There is no representation that such index is an appropriate benchmark for such comparison.

Strategy inception

March 1, 2019

Investment Team

Our investment team of research analysts and portfolio managers work together across regions and sectors, helping to ensure that our investment process is highly flexible.

Want to find out more?

Brock Campbell
Brock Campbell

Head of global equity research

Shawn Zhang
Shawn Zhang

Senior research analyst, Quantitative Research team

Stephanie Brandaleone
Stephanie Brandaleone

Research analyst, Quantitative Research team

Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.