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 consider investments from a particularly expansive universe, which we believe provides us with a significant competitive advantage. Investments in the strategy must meet a very specific set of criteria:

  • Hard asset-owning business models
  • Operate in heavily regulated industries
  • Generate stable cash flows that largely return to shareholders in the form of dividends.

The portfolio is highly concentrated, holding between 20 and 40 names from our global opportunity set. Our differentiated approach to infrastructure investing provides us with an investible universe that exhibits the same characteristics as peers at over six times the size. Our ability to invest in a broader opportunity set allows for a disciplined, value-based approach that seeks to consistently deliver a 6% equity dividend yield profile.

Strategy Profile


We seek to deliver a consistent 6% equity yield profile throughout the market cycle, solid capital preservation and attractive upside participation in strong global equity market environments.


S&P Global Infrastructure Index

The S&P Global Infrastructure 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

August 1, 2011

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.

Want to find out more?

Brock Campbell
Brock Campbell

Head of global equity research

James A Lydotes
James A Lydotes

Head of equity income and deputy chief investment officer, equity

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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.