Investment team
Our Concentrated Global Emerging Markets strategy is managed by an experienced team. In-house research analysts are at the core of our investment process, and our multidimensional research platform spans fundamental, thematic, ESG, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.
- 14
- years’ average investment experience
- 05
- years’ average time at Newton
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Paul Birchenough
Co-head emerging markets and Asia equities team
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Ian Smith
Co-head emerging markets and Asia equities team
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Alex Khosla
Portfolio manager, emerging markets and Asia equities team
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Zoe Kan
Portfolio manager, emerging markets and Asia equities team
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Fei Chen
Research analyst, emerging markets and Asia equities team
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Aditya Shah
Research analyst, emerging markets and Asia equities team
Strategy profile
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Objective
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The strategy seeks to outperform the MSCI Emerging Markets (NDR) Index by more than 3% per annum over rolling 5-year periods, by achieving long-term capital growth from a portfolio comprised predominantly of emerging-market securities.
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Performance benchmark
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MSCI Emerging Markets Index (NDR)
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Typical number of equity holdings
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40 to 70
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Strategy size
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£1.3bn (as at 31 March 2023)
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Strategy inception
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May 2011
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Strategy available through pooled UK vehicle
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BNY Mellon Global Emerging Markets Opportunities Fund
View fund performance
View Key Investor Information Document
View prospectus
The Newton Concentrated Global Emerging Markets strategy changed its name from Newton Global Emerging Markets strategy on 1 January 2023.
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.
Newton will make investment decisions that are not based solely on ESG considerations. Those considerations are among many inputs into the fundamental analysis. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that material ESG considerations are assessed may vary depending on the asset class and strategy involved. As of September 2022, the research team performs ESG analysis on equity securities prior to their addition to Newton’s Research Recommended List (RRL). ESG reviews are not performed for all fixed income securities. The portfolio managers may purchase equity securities that are not included on the RRL and which do not have ESG reviews. Not all securities held by Newton’s strategies have an ESG review completed prior to investment.