This strategy is offered by Newton Investment Management Ltd (‘NIM’). This strategy may be managed by an affiliate of NIM and may apply a research process that differs from that applied by NIM.
Strategy overview
While commodities are a proven and liquid inflation hedge, they tend to perform poorly in low and benign inflationary environments. The strategy seeks the best of both worlds by combining dynamic, net-long exposure to commodity beta with active long/short commodity positions. When inflation is low and benign, the strategy’s risk budget tilts toward a long/short investment approach. When inflation is high and rising, the strategy’s risk budget is primarily allocated to a net-long commodity exposure, augmented by a long/short relative value positions. The strategy seeks to improve performance, lower volatility, and reduce drawdowns relative to traditional commodity benchmarks, which may result in a better overall Sharpe ratio.
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.
- 20
- years’ average investment experience
- 14
- years’ average time at Newton
-
Dimitri Curtil
Global head of multi-asset solutions
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Louis Mangini
Portfolio manager, asset allocation portfolio management team
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Jason Lejonvarn
Global investment strategist
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Irene Wang
Research analyst, multi-asset research team
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Douglas Beach
Research analyst, multi-asset research team
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Ryan Arita
Portfolio manager, asset allocation team
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Roberto M Croce
Head of risk parity & liquid alts
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Haroldo Daltin
Portfolio Manager
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Marie-Joelle Ghazal
Associate Portfolio Manager
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Keith Lee
Portfolio Manager
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James H Stavena
Head of portfolio management, multi-asset solutions
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Francis Tran
Portfolio Manager
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Torrey K Zaches
Portfolio manager, multi-asset solutions
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Elaine Zhong
Portfolio manager, asset allocation portfolio management team
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Andrea Fisher
Global Investment Strategist
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Berto Brauns
Research analyst, multi-asset solutions 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.