US Institutional US Small Cap Value Equity

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 best potential opportunities uncovered by our research are selected for the portfolio, which is diversified both by individual security and economic sector. Individual portfolio holdings are weighted based on the upside/downside opportunity, market liquidity and the strategy’s internal risk control parameters.

The US Small Cap Value Equity strategy focuses on identifying companies with compelling combinations of solid business franchises, attractive valuations and catalysts for change.

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.

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Joseph M Corrado
Joseph M Corrado

Portfolio manager, Small Cap Equities team

Andrew Leger
Andrew Leger

Portfolio manager, Small Cap Value and Opportunistic Value teams

Strategy Profile

Objective

The strategy seeks to consistently outperform the Russell 2000® Value index over a full market cycle. The strategy aims to maintain low tracking error and a high information ratio as well as compelling index and peer relative performance.

Benchmark

Russell 2000® Value Index

The Russell 2000® Value 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, 1999

Insights

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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.