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 outperform the Russell 1000® Value Index while offering a dividend yield greater than that of the index. The strategy is managed by an experienced and well-tenured team whose interests are aligned with our clients.
Our unique dividend approach seeks to combine sustainable current income, solid dividend growth and compelling valuation characteristics.
The Equity Income strategy offers a balanced approach between dividend yield and dividend growth. Our approach is augmented by a valuation-sensitive process, seeks attractively valued companies with solid fundamentals and business momentum, and aims to capture both income and capital appreciation.
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.
- 27
- years’ average investment experience
- 24
- years’ average time at Newton
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John C Bailer
Deputy head of equity income, portfolio manager
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Brian Ferguson
Portfolio manager, equity income team
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Keith Howell Jr.
Portfolio manager, equity income team
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Jon Bell
Portfolio manager, equity income team
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Peter D Goslin
Portfolio manager, equity income team
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Robert Hay
Portfolio manager, global equity income
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James A Lydotes
Head of equity income and deputy chief investment officer, equity
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.