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
We seek companies that are driving the future through innovation and disruption, have underappreciated growth potential, offer ground-breaking and transformative products or services, and feature outstanding management teams.
Employing a flexible approach, we have the ability to pursue opportunities across a broad range of sectors and geographies. We believe this is critical to delivering long-term value for our clients. We focus on small- and mid-cap companies with an upper market cap limit of approximately $35 billion. The landscape of opportunity across small-cap companies is influenced by a wide variety of factors, including economic cycles, demographic shifts, regulation, and corporate competition and synergies. We recognise that small cap innovators and disruptors can shift over time, be it geographically or across industries, and we maintain the ability to allocate capital to the most attractive ideas regardless of domicile or industry. We believe our edge lies in the following key areas:
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
- 12
- years’ average time at Newton
-
John R Porter III
Chief investment officer, head of equity
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Julianne McHugh
Head of Sustainable Equities
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Paul Birchenough
Portfolio manager, Global Opportunities team
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Joseph M Corrado
Portfolio manager, small cap equities team
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Caroline Higgins
Sr Research Analyst
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Patrick Kent
Deputy head of equity opportunities, portfolio manager
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Andrew Leger
Portfolio manager, small cap equities team
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Paul Markham
Head of Global Opportunities
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Karen Miki Behr
Portfolio manager, Global Opportunities team
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Simon Nichols
Portfolio manager, global opportunities team
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Aditya Shah
Portfolio analyst, Global Opportunities team
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Ian Smith
Portfolio manager, Global Opportunities team
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Duncan Bulgin
Portfolio manager, Global Opportunities team
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Jonathan Dennis
Portfolio analyst, Global Opportunities 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.