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 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 impacted 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 utilize the quantitative rankings of our alpha models to optimize 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
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Frank J Goguen
Research analyst, equity research team
-
Shawn Zhang
Research analyst, quantitative research team
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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
Strategy Profile
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Objective
- The strategy seeks to generate returns through a disciplined, concentrated equity portfolio that benefits from investment opportunities in the mobility innovation segment. We leverage a collaborative team-based approach that maximizes the firm’s fundamental and quantitative research capabilities.
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Benchmark
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MSCI ACWI Mid Cap Index.
The MSCI ACWI Mid 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
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February 1, 2018
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.