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.
The strategy focuses on companies within the first 10 years of their initial public offering (IPO).
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.
We seek companies that are driving the future through innovation and disruption, have underappreciated growth potential, offer groundbreaking and transformative products or services, and feature outstanding management teams.
Employing a flexible approach, we have the ability to pursue opportunities across a broad range of sectors and geographies. We believe this is critical to delivering long-term value for our clients. We focus on small- and mid-cap companies with an upper market cap limit of approximately $35 billion. The landscape of opportunity across small-cap companies is influenced by a wide variety of factors, including economic cycles, demographic shifts, regulation, and corporate competition and synergies. We recognize that small-cap innovators and disruptors can shift over time, be it geographically or across industries, and we maintain the ability to allocate capital to the most attractive ideas regardless of domicile or industry. We believe our edge lies in the following key areas:
Experience: We have a global research platform of over 40 experienced analysts, with several individuals dedicated to small-cap and mid-cap investing. We believe the team’s breadth, depth and experience can lead to higher alpha capture. Our analysts have an average of more than 10 years of experience covering their respective sectors.
Thematic Framework: Our thematic framework allows us to proactively identify economic and demographic tailwinds that are driving rapid growth for industries and companies across the economic landscape. This perspective helps illuminate both opportunities and threats that may otherwise be overlooked.
Growth Duration: We focus on stock selection that relies on the accurate identification of a company’s long-term sustainable growth, which is critical to long-term price appreciation.
Risk Evaluation: Rigorous risk assessment underscores consistent results. We conduct stock laggard reviews, factor analysis and risk reporting to ensure proper diversification and discipline throughout our risk process.
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.
years’ average investment experience
years’ average time at Newton
John R Porter III
Chief investment officer, head of equity
Head of sustainable equities
The strategy aims to identify future industry leaders with significant upside growth potential. The strategy maintains broad flexibility to pursue opportunities across sectors and geographies, which we view as an advantage to driving potential long-term success.
MSCI ACWI SMID
The MSCI ACWI SMID 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.
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