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A Constellation of Opportunities in the Small- and Mid-Cap Growth Space
The small- to mid-cap (SMID) growth asset class offers access to what we believe are highly attractive opportunities in emerging businesses with niche products or services. However, owing to their size, this group can also be more volatile and provide less liquidity than their larger-cap cousins.
Is the Path Clearing for SMID Growth Opportunities?
Current market conditions can cause investors to focus on risk aversion in light of daunting short-term headwinds; however, we believe these conditions can offer some of the most attractive entry points to world-class growth companies for investors with a longer-term horizon.
Equity Chief Investment Officer John Porter explains to the investment communications team’s Matthew Goodburn why he remains optimistic about selective parts of the US small and mid-cap sector.
How Can I Achieve Balance between Risk and Return?
Problem Facing Investors
Balancing risk and reward is top of mind for investors in this area. How can investors harvest returns while navigating the complex risks native to the SMID growth asset class?
Achieving Balance
We believe that a thematic and research-led approach to the asset class can help investors identify compelling and enduring opportunities.
Themes are powerful, transformative forces that can influence and reshape the global economy, industries and society in ways that alter the investment landscape dramatically. They have a profound impact on corporate revenue and earnings, and ultimately on whether companies endure or fail.
Enduring Opportunities
We focus on high-quality companies, especially those viewed as leaders in their market spheres. Through our fundamental and specialist research, and our thematic insights, we seek to identify companies with attractive growth characteristics, which we believe can result in a sustainable trajectory of returns to investors.
Four Reasons to Invest in SMID Cap Growth
Extensive domain expertise
Differentiated opportunities unearthed through thematic investment framework
Sustainable growth opportunities identified via fundamental and specialist research
Downside managed via enhanced risk assessment and disciplined investment process
Explore Newton’s US Small Mid Cap Growth Equity strategy
A strategy that seeks to achieve the balance between risk and return that investors are looking for. It harnesses the return potential of innovative and disruptive small-cap and mid-cap companies, while applying a robust risk assessment framework and a disciplined thematic investment process.
Meet the Team
Our analytical insights are driven by our deep expertise, which we believe provides a unique advantage to our strategy. Our team of seasoned investment professionals have accumulated a breadth of expertise and industry experience over multiple business cycles, and each member has a minimum of 10 years of investment experience. This domain expertise is the foundation of our thematic work, as well as providing differentiated company and industry insights.
John Porter Chief investment officer head of equity
Karen Miki Behr Portfolio manager, Global Opportunities team
Contact us
Would you like to speak to a member of the team about Newton’s US Small Mid Cap Growth Equity strategy?
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.
