US Institutional US Small Mid Cap Opportunistic 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

We seek to invest in equities priced at a large discount to intrinsic value with fundamental strengths that are likely to 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 where 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.

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Andrew Leger
Andrew Leger

Portfolio manager, Small Cap Value and Opportunistic Value teams

Strategy Profile

Benchmark

Russell 2500™ Index

The Russell 2500™ 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

October 1, 1996

Insights

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Accessories, Formal Wear, Tie
Audio

Undoing a Presidency

Can US presidents undo regulatory action taken by their predecessors?
June 26, 2024 Raphael J. Lewis, Jack Encarnacao
Blog

Inflation, Debt and Rates: The Trinity Defining Markets

We assess the current and potential future impact of inflation, debt and interest rates upon markets.
June 21, 2024 Paul Brain
Blog

Retake on Double Take: Realtors’ Reality

Could recent litigation upend the traditional US residential real estate industry?
June 20, 2024 Jack Encarnacao, Raphael J. Lewis

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.