Investment team
Our Emerging Equity Income 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
- 5
- years’ average time at Newton
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Zoe Kan
Portfolio manager, emerging markets and Asia equities team
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Alex Khosla
Portfolio manager, emerging markets and Asia equities team
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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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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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To achieve income together with long-term capital growth from investing in emerging-market securities
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Performance benchmark
- MSCI Emerging Markets Index (NDR)
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Typical number of equity holdings
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40 to 60
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Yield discipline
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Every new holding must have a prospective yield of at least 85% of the yield achieved by the comparative index. Any holding whose prospective yield falls below a 40% discount to the yield achieved by the index will be sold. On account of liquidity, it may not be possible to dispose of an entire holding immediately.
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Strategy inception:
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October 2012
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.