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
Our disciplined, bottom-up stock-selection process focuses on uncovering improving business momentum and attractive valuation.
The strategy seeks to invest in developed-market companies deemed to exhibit good relative value, strong fundamentals and improving business momentum while mitigating risk with targeted beta and tracking error metrics.
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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James A Lydotes
Deputy chief investment officer, equity
-
Paul Birchenough
Portfolio manager, Global Opportunities team
-
Joseph M Corrado
Portfolio manager, small cap equities team
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Caroline Higgins
Sr Research Analyst
-
Patrick Kent
Deputy head of equity opportunities, portfolio manager
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Louise Kernohan
Portfolio manager, UK Equities team
-
Andrew Leger
Portfolio manager, small cap equities team
-
Paul Markham
Head of Global Opportunities
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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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MSCI EAFE Index
The MSCI EAFE 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, 1997
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.