This strategy is offered by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.
Investment team
Our Sustainable US Equity strategy is managed by a team with a wide range of backgrounds and varied experience. Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. 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.
- 19
- years’ average investment experience
- 11
- years’ average time at Newton
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Julianne McHugh
Head of Sustainable Equities
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Nick Pope
Portfolio manager, sustainable equity strategies
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Paul Birchenough
Portfolio manager, Global Opportunities team
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Paul Markham
Head of Global Opportunities
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Simon Nichols
Portfolio manager, global opportunities team
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Ian Smith
Portfolio manager, Global Opportunities team
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Aditya Shah
Portfolio analyst, Global Opportunities team
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Karen Miki Behr
Portfolio manager, Global Opportunities team
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Duncan Bulgin
Portfolio manager, Global Opportunities team
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Jonathan Dennis
Portfolio analyst, Global Opportunities team
Strategy profile
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Objective
- The strategy seeks to outperform the S&P 500 Index over rolling five year periods before fees through investment in companies that demonstrate attractive investment attributes, sustainable business practices and have no material unresolvable environmental, social and governance (ESG) issues.
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Performance benchmark
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S&P 500
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Typical number of equity holdings
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30 to 50
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Strategy size
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US$1.2bn (as at June 30, 2022)
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Strategy inception
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May 1, 2017
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.
Newton will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed and the assessment of their suitability for Newton’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG quality reviews are performed prior to investment for corporate investments (single name equity and fixed income securities).