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 underlying concept of blockchain technology is the placement of any asset on a digital system, also known as a ledger, to record and validate any transaction type. The technology is an integral part of the broader digital transformation that is underway, which is fundamentally changing the way all businesses are operating and delivering value to customers. Key return drivers of companies that embrace blockchain technology include both revenue growth and cost saving opportunities.
- Our global fundamental research platform comprises over 40 analysts who leverage their extensive expertise across specific industries and geographies to identify companies that align with the theme. Leveraging that expertise, we assign a proprietary materiality ranking to a company before adding it to our universe.
- We then select from this universe, initially targeting 30 to 50 holdings that represent the strongest opportunity to develop significant exposure to the theme. The fundamental portfolio manager initially determines position sizing.
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
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Jonathan Piskorowski
Research analyst, equity research team
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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
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Julianne McHugh
Head of Sustainable Equities
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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
Strategy Profile
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Objective
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The strategy seeks to generate returns through a disciplined, concentrated equity portfolio that is designed to benefit from investment opportunities in blockchain. We seek companies that are utilizing blockchain technology and platforms to reduce costs or accelerate growth through the creation of secure, efficient, trusted and overall more robust platforms for transactions and assets.
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Benchmark
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MSCI ACWI
The MSCI ACWI 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
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March 1, 2019
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.