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
We believe a repeatable process focused on bottom-up stock selection and factor efficacy is the most reliable way to deliver consistent risk-adjusted returns. Emerging-market small-cap equities exhibit wide return dispersions across countries and sectors, which provides a large investible universe for active stock selection. We believe our thoughtful blend of value and growth securities, driven by fundamental stock analysis, and positive exposure to proven quantitative factors, such as value, growth and quality, is the most efficient way to capitalize on the alpha opportunity in the asset class.
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
- 18
- years’ average time at Newton
-
Julianne McHugh
Head of sustainable equities
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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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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.