The site you are about to enter is intended for Canadian institutional investors only, defined as 'Permitted Clients' in National Instrument 31-103 only. 'Newton' and/or 'Newton Investment Management' is a corporate brand which refers to the following group of affiliated companies: Newton Investment Management Limited (NIM) and Newton Investment Management North America LLC (NIMNA). NIM is availing itself of the International Adviser Exemption ("IAE") in the following Canadian Provinces: Alberta, British Columbia, Ontario and Québec. The IAE is in compliance with National Instrument 31-103, Registration Requirements, Exemptions and Ongoing Registrant Obligations. NIMNA is availing itself of the IAE in the following Canadian Provinces: Alberta, British Columbia and Manitoba. The IAE is in compliance with National Instrument 31-103, Registration Requirements, Exemptions and Ongoing Registrant Obligations.
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The strategy focuses on identifying stocks that offer compelling dividend growth, solid fundamentals and attractive valuations by employing a forward looking, bottom-up investment process.
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.
Strategy Profile
Objective
The objective of the Equity Income strategy is to outperform the Russell 1000® Value Index while delivering at least a 50% dividend yield profile versus the benchmark over a full market cycle, resulting in compelling index and peer relative performance.
Benchmark
Russell 1000® Value Index
The Russell 1000® 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
May 1, 1998
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.
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.
Individual Investors will be redirected to bnymellon.com
