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 seek to invest in equities priced at a large discount to intrinsic value with fundamental strengths that will likely be recognized in the next one to three years. Capital allocation seeks to exploit a dissonance between market sentiment and fundamental reality, often as a result of sudden or pronounced price dislocations that generate a favorable risk/reward ratio. We have assembled a next-generation investment team to succeed in a new era of active management when deep field research is reinforced by sophisticated macro and risk analysis in an effort to drive alpha.
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
- 12
- years’ average time at Newton
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Patrick Kent
Deputy head of equity opportunities, portfolio manager
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Paul Birchenough
Portfolio manager, Global Opportunities team
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Joseph M Corrado
Portfolio manager, small cap equities team
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Caroline Higgins
Sr Research Analyst
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Louise Kernohan
Portfolio manager, UK Equities team
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Andrew Leger
Portfolio manager, small cap equities team
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Paul Markham
Head of Global Opportunities
-
Julianne McHugh
Head of Sustainable Equities
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Karen Miki Behr
Portfolio manager, Global Opportunities team
-
Simon Nichols
Portfolio manager, global opportunities team
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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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Benchmark
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Russell 2000® Index
The Russell 2000® 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
- January 1, 1994
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.