US Institutional Sustainable International Equity

This strategy is offered by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.

Our philosophy and process

Harnessing Newton’s global analyst resources, the strategy adheres to our investment framework focused on fundamentals, themes, valuations and ESG considerations.
We focus on innovative companies and dynamic management teams that provide solutions and benefit from growth opportunities. Active corporate engagement and proxy voting provide powerful feedback loops that make us more informed shareholders who promote positive corporate development.

Sustainable ‘red lines’, with responsible investment team validation, seek to ensure there is no investment in security issuers that:
  • Breach the UN Global Compact
  • Are incompatible with a 2˚C world
  • Are deemed to have material ESG risks which are likely to negatively affect future performance and are associated with significant social or environmental harm

The strategy avoids exposure to unsustainable and unethical activities within set thresholds.

Every time we consider a security or look at an industry or country, it is in the context of what is happening across the world. We believe the investment landscape is shaped over the long term by certain key trends, and we use a range of global investment themes to capture these.

Earth matters

Environmental factors are high up the political agenda and provide areas of opportunity as well as risk. Governments are under pressure to respond but this can be expensive, despite advancements in technology. ‘Earth matters’ looks at these issues.

Smart revolution

Machines and networks are becoming more intelligent. This is disrupting the labour market, as machines increasingly replace humans in the workplace. ‘Smart revolution’ considers the implications commercially, socially and politically.

Net effects

The world has made the transition from connecting places to connecting people to connecting devices. The rapid rise in the ‘internet of things’ is transforming lifestyles and business. This creates winners and losers – our ‘net effects’ theme seeks to identify them.

Population dynamics

Populations are shifting significantly, with unprecedented ageing in mature economies and income growth driving changes in developing economies. This leads to differences in growth and fiscal burdens. ‘Population dynamics’ explores what shifts in demography mean for investors.

Investment team

Our Sustainable International Equity strategy is managed by a team of portfolio managers who form part of Newton’s equity opportunities team. Our dedicated responsible investment team is an integral part of the investment decision-making process. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.

18
years’ average investment experience
11
years’ average time at Newton
  • Paul Markham
    Paul Markham

    Head of Global Opportunities

  • Paul Birchenough
    Paul Birchenough

    Portfolio manager, Global Opportunities team

  • Ian Smith
    Ian Smith

    Portfolio manager, Global Opportunities team

  • Simon Nichols
    Simon Nichols

    Portfolio manager, global opportunities team

  • Aditya Shah
    Aditya Shah

    Portfolio analyst, Global Opportunities team

  • Karen Miki Behr
    Karen Miki Behr

    Portfolio manager, Global Opportunities team

  • John R Porter III
    John R Porter III

    Chief investment officer, head of equity

  • Duncan Bulgin
    Duncan Bulgin

    Portfolio manager, Global Opportunities team

  • Jonathan Dennis
    Jonathan Dennis

    Portfolio analyst, Global Opportunities team

Strategy profile

Objective

The strategy seeks long-term capital appreciation through investing in ex-US companies that demonstrate attractive investment attributes and sustainable business practices

Performance benchmark

MSCI EAFE (NDR)

Typical number of equity holdings

Typically 30-50 holdings

Strategy inception

December 14, 2021

US RI report Sustainable International Equity

Responsible investment report

Stewardship activities (voting and engagement) for the last quarter and ESG metrics.

Download Report

Pipeline
Audio

The Election Trade-off

What could a new presidential administration mean for US trade policy?
April 4, 2024
Advertisement, Poster, Person
Audio

How Can a Different Approach to Equity Investment Address the New Market Regime?

How can a different approach to equity investment seek out opportunities in a radically different market regime?
December 9, 2022
What’s Next for SMID Growth Stocks?
Video

What’s Next for SMID Growth Stocks?

In our webinar we discuss how continuing market volatility could unearth compelling opportunities in the SMID growth space.
September 22, 2022

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.

Key investment risks

  • Objective/Performance Risk: There is no guarantee that the strategy will achieve its objectives.
  • Currency Risk: This strategy invests in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
  • Derivatives Risk: Derivatives are highly sensitive to changes in the value of the asset from which their value is derived. A small movement in the value of the underlying asset can cause a large movement in the value of the derivative. This can increase the sizes of losses and gains, causing the value of your investment to fluctuate. When using derivatives, the strategy can lose significantly more than the amount it has invested in derivatives.
  • Emerging Markets Risk: Emerging Markets have additional risks due to less-developed market practices.
  • Concentration Risk: A fall in the value of a single investment may have a significant impact on the value of the strategy because it typically invests in a limited number of investments.
  • Sustainable Strategies Risk: The strategy follows a sustainable investment approach, which may cause it to perform differently than strategies that have a similar objective but which do not integrate sustainable investment criteria when selecting securities. The strategy will not engage in stock lending activities and, therefore, may forego any additional returns that may be produced through such activities.
  • Counterparty Risk: The insolvency of any institutions providing services such as custody of assets or acting as a counterparty to derivatives or other contractual arrangements, may expose the strategy to financial loss.