US Dynamic Large Cap Value

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 Highlights

: Our active approach, emphasis on stock selection and disciplined implementation seeks robust all-weather performance. The approach is style-pure, solely focused on US large-cap alpha generation within the US equities universe.

We believe our strategy is differentiated as it emphasizes style purity and is designed to maximize alpha potential and relative performance consistency. The strategy is managed by an experienced and well-tenured team whose interests are aligned with our clients.

The US Dynamic Large Cap Value seeks capital appreciation, targets value with a catalyst, is focused and fundamental and emphasizes risk management. The strategy seeks attractively valued companies with solid and improving fundamentals and catalyst-driven business momentum.

Learn more about our multidimensional investment philosophy

Strategy Profile

Objective: The objective of the US Dynamic Large Cap Value strategy is to consistently outperform the Russell 1000 Value^® index over a full market cycle, resulting in compelling index and peer relative performance.
Performance Benchmark: 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: January 1, 1994

Investment Team

The strategy is managed by an experienced team with a wide range of backgrounds. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities help to promote better-informed investment decisions.

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Brian Ferguson

Portfolio manager, Equity Income team

John C Bailer

Deputy head of equity income, portfolio manager

Keith Howell Jr.

Portfolio manager, Equity Income team

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.

Key Investment Risks

: Objective/Performance Risk: There is no guarantee that the strategy will achieve its objectives and a capital loss may occur.

Geographic Concentration Risk: The strategy primarily invests in a single market which may have a significant impact on the value of the strategy.

Real Estate Investment Trust (REITs) Risk: The strategy is subject to risks associated with investing in real estate which may include but is not limited to liquidity constraints arising from difficulties with the disposal of the underlying properties, fluctuations in the value of underlying properties, defaults by borrowers or tenants, market saturation, changes in general and local economic conditions, decreases in market rates for rents, increases in competition, property taxes, capital expenditures or operating expenses and other economic, political or regulatory occurrences affecting companies in the real estate industry.

Investment in Infrastructure Companies Risk: The value of investments in Infrastructure Companies may be negatively impacted by changes in the regulatory, economic or political environment in which they operate.