US Institutional Large Cap Core Equity Income

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 apply a systematic process to evaluating securities based on their fundamentals and valuation. Our disciplined approach to portfolio construction is designed to maximize dividend yield while minimizing unwanted risks.

We take a systematic, fundamentally based investment approach to evaluating securities. We look to buy high-quality, inexpensive stocks with positive momentum and attractive dividend yield. We use our stock selection model to assess the fundamental attractiveness of each company in our universe along valuation, quality and behavioral dimensions. We also leverage the work of our fundamental analysts to help identify unique opportunities and exogenous risks.

Our portfolio construction process involves looking for high-quality, attractively priced, dividend stocks in every sector of the market. Our optimization process weights our holdings to balance dividend yield and attractive fundamentals while controlling for sector and factor risks.

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
20
years’ average time at Newton
  • James A Lydotes
    James A Lydotes

    Deputy chief investment officer, equity

  • Peter D Goslin
    Peter D Goslin

    Portfolio manager, equity income team

  • John C Bailer
    John C Bailer

    Deputy head of equity income, portfolio manager

  • Jon Bell
    Jon Bell

    Portfolio manager, equity income team

  • Brian Ferguson
    Brian Ferguson

    Portfolio manager, equity income team

  • Paul Flood
    Paul Flood

    Head of mixed assets investment

  • Robert Hay
    Robert Hay

    Portfolio manager, global equity income

  • Keith Howell Jr.
    Keith Howell Jr.

    Portfolio manager, equity income team

  • Zoe Kan
    Zoe Kan

    Portfolio manager, emerging and Asian equity income

  • Adam Logan
    Adam Logan

    Portfolio manager, equity income team

Strategy Profile

Objective

The strategy objective is to deliver a higher dividend yield than the S&P 500® benchmark while achieving compelling risk-adjusted returns. We target a dividend yield 1.5x the S&P 500. We seek to protect capital in down markets while participating in up markets. We offer a robust dividend yield focus combined with comprehensive risk management.

Benchmark

S&P 500® Index

The S&P 500® 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

July 1, 2006

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Global equity income
Video

Global Equity Income – Quarterly Outlook

Portfolio manager Jon Bell discusses why inflation is here to stay and explores key opportunities within equity income.
August 23, 2022
‘I’s on the Prize – Income, Inflation and Infrastructure Outlook
Blog

‘I’s on the Prize – Income, Inflation and Infrastructure Outlook

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.
March 22, 2022
How to invest in an inflationary environment
Article

How to Invest in an Inflationary Environment

We pick out the potential implications across the investment landscape of faster changes in consumer prices.
November 26, 2021

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.