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.

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

Strategy Profile

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.

Benchmark

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

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.