Investment team
Our Sustainable Global Emerging Markets strategy is managed by an experienced team. In-house research analysts are at the core of our investment process, and our multidimensional research platform spans fundamental, thematic, ESG, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.
- 16
- years’ average investment experience
- 07
- years’ average time at Newton
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Paul Birchenough
Portfolio manager, Global Opportunities team
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Alex Khosla
Portfolio manager, Global Opportunities team
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Ian Smith
Portfolio manager, Global Opportunities team
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Julianne McHugh
Head of Sustainable Equities
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Zoe Kan
Portfolio manager, emerging and Asian equity income
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Nick Pope
Portfolio manager, sustainable equity strategies
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Fei Chen
Portfolio manager, global research
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Aditya Shah
Portfolio analyst, Global Opportunities team
Strategy profile
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Objective
- To achieve long-term capital growth by investing in emerging-market securities that demonstrate attractive investment attributes and are deemed by Newton to be sustainable.
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Performance benchmark
- MSCI Emerging Markets Index (NDR)
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Typical number of equity holdings
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Typically 45-65 holdings
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Strategy inception
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December 2021
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 and sustainability 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 reviews are performed prior to investment for corporate investments (single name equity and fixed income securities). The analysis will then also follow the Newton sustainable investment process to ensure it fits with the wider Newton sustainable investment philosophy.