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

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 relative value 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 fundamentals and business momentum.

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.

years’ average investment experience
years’ average time at Newton

Strategy Profile


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.


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

January 1, 1994

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.