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 markets small cap equities exhibit wide return dispersions across countries and sectors, which provides a large investable 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
- 12
- years’ average time at Newton
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Julianne McHugh
Head of Sustainable Equities
-
Shawn Zhang
Research analyst, quantitative research team
-
Paul Birchenough
Portfolio manager, Global Opportunities team
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Joseph M Corrado
Portfolio manager, small cap equities team
-
Caroline Higgins
Sr Research Analyst
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Patrick Kent
Deputy head of equity opportunities, portfolio manager
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Louise Kernohan
Portfolio manager, UK Equities team
-
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
-
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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Benchmark
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MSCI Emerging Markets Small Cap Index
The MSCI Emerging Markets Small Cap Index 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
- January 1, 2016
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.