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
The portfolio holds approximately 50 positions invested in the future of all things mobility. As autonomous and electric vehicles rapidly move from concept to reality, companies are strategically positioning themselves to benefit from the next disruptive technological revolution with impacts across society and our daily lives.
We group the broad opportunities into four sub-themes: Connectivity, Autonomous Vehicles, Sharing and Electrification. This allows the strategy to seek opportunities in areas such as data analytics, 5G networks and other beneficiaries of the mobility trend.
- The team is supported by our highly experienced and dedicated research analysts who have been following the evolution of mobility for several years. We have continued to evaluate the many industries influenced by this trend and are invested in companies we believe will benefit from this technological revolution.
- Our investment process seeks to leverage the fundamental ratings of our global research team. We also use the quantitative rankings of our alpha models to optimise the portfolio holdings within the framework of our fundamental decision making.
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
- 13
- years’ average time at Newton
-
Robert C Zeuthen
Research analyst, equity research team
-
Paul Birchenough
Portfolio manager, Global Opportunities team
-
Joseph M Corrado
Portfolio manager, small cap equities team
-
Caroline Higgins
Sr Research Analyst
-
Patrick Kent
Deputy head of equity opportunities, portfolio manager
-
Louise Kernohan
Portfolio manager, UK Equities team
-
Andrew Leger
Portfolio manager, small cap equities team
-
Paul Markham
Head of Global Opportunities
-
Julianne McHugh
Head of Sustainable Equities
-
Karen Miki Behr
Portfolio manager, Global Opportunities team
-
Simon Nichols
Portfolio manager, global opportunities team
-
John R Porter III
Chief investment officer, head of equity
-
Aditya Shah
Portfolio analyst, Global Opportunities team
-
Ian Smith
Portfolio manager, 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.