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 combination of growth and value disciplines can minimize any potential bias and is designed to produce more consistent investment performance over time. Our results are driven by fundamental, bottom-up research that is designed to add value primarily through industry and security selection. Consistency is further enhanced by well-defined investment and risk-management processes that seek to reduce the potential for unintended risk.
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.
- 23
- years’ average investment experience
- 19
- years’ average time at Newton
-
John C Bailer
Deputy head of equity income, portfolio manager
-
Jon Bell
Portfolio manager, equity income team
-
Brian Ferguson
Portfolio manager, equity income team
-
Paul Flood
Head of mixed assets investment
-
Peter D Goslin
Portfolio manager, equity income team
-
Robert Hay
Portfolio manager, global equity income
-
Keith Howell Jr.
Portfolio manager, equity income team
-
Zoe Kan
Portfolio manager, emerging and Asian equity income
-
Adam Logan
Portfolio manager, equity income team
-
Tim Lucas
Portfolio manager, UK Equities team
-
James A Lydotes
Deputy chief investment officer, equity
-
Nick Pope
Portfolio manager, sustainable equity strategies
Strategy Profile
-
Benchmark
-
S&P 500® Index
The S&P 500® Index 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
- December 1, 2008
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.