Our philosophy and process

  • The strategy is conviction-based, with no regional or sector constraints. We take a holistic, single-portfolio approach.
  • Environmental, social and governance (ESG) considerations are integrated throughout the research process and via proprietary quality reviews, to ensure that any material issues are captured.

Every time we consider a security or look at an industry or country, it’s in the context of what’s happening across the world. We believe the investment landscape is shaped over the long term by some key trends, and we use a range of global investment themes to capture these.

Smart revolution

Machines and networks are becoming more intelligent. This is disrupting the labour market, as machines increasingly replace humans in the workplace. ‘Smart revolution’ considers the implications commercially, socially and politically.

Net effects

The world has made the transition from connecting places to connecting people to connecting devices. The rapid rise in the ‘internet of things’ is transforming lifestyles and business. This creates winners and losers – our ‘net effects’ theme seeks to identify them.

China influence

The influence of China on the world has grown exponentially but its economy looks increasingly risky. ‘China influence’ looks at how the country’s development affects the investment outlook beyond its borders.1

1 Compared to more established economies, the value of investments in emerging markets may be subject to greater volatility owing to differences in generally accepted accounting principles or from economic or political instability or less developed market practices.

Financialisation

Cheap money has caused rapid growth in a sector already supported by deregulation. ‘Financialisation’ investigates the implications of finance dominating economic activity, instead of serving it.

Investment team

Our Global Equity strategy is managed by a team with a wide range of backgrounds and varied experience. Our global sector analysts and investment managers are located on a single floor in London, which helps to ensure that the investment process is flexible and opportunistic. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.

24
years’ average investment experience
12
years’ average time at Newton
  • Paul Markham
    Paul Markham

    Portfolio manager, global equities

  • Simon Nichols
    Simon Nichols

    Portfolio manager, UK equities

  • Charles French
    Charles French

    Head of Equity Opportunities

  • Yuko Takano
    Yuko Takano

    Portfolio manager, global equities

  • Paul Birchenough
    Paul Birchenough

    Portfolio manager, equity opportunities

  • Ian Smith
    Ian Smith

    Portfolio manager, equity opportunities

  • Aditya Shah
    Aditya Shah

    Portfolio analyst, equity opportunities team

  • Louise Kernohan
    Louise Kernohan

    Portfolio manager, UK equities

  • Joseph M Corrado
    Joseph M Corrado

    Portfolio manager, equity opportunities team

  • Patrick Kent
    Patrick Kent

    Deputy head of equity opportunities, portfolio manager

  • Julianne McHugh
    Julianne McHugh

    Head of impact, equity team

  • Karen Miki Behr
    Karen Miki Behr

    Portfolio manager, equity opportunities team

  • John R Porter III
    John R Porter III

    Chief investment officer, head of equity

  • Caroline Higgins
    Caroline Higgins

    Sr Research Analyst

  • Andrew Leger
    Andrew Leger

    Senior Portfolio Manager

Strategy profile

Objective

To achieve long-term capital growth from a portfolio of global securities.

Literature

RI report Global equity

Responsible investment report

Stewardship activities (voting and engagement) for the last quarter and ESG metrics.

Download Report

Quarterly video update: Q3 2021

Quarterly video update
Investing in an era of unusual change
Article

Investing in an age of unusual change

How can investors unlock long-term value?
24 November 2021
Emerging markets & Asia, Global equities, Macro views, Sustainable
The new tech cold war: unearthing opportunities in a silicon-focused world
Article

The new tech cold war: unearthing opportunities in a silicon-focused world

Navigating the new tech cold war: unearthing long-term growth from the US/China tech race.
03 September 2021
Global equities, Macro views, Sector research
Equity income: the academic evidence supporting the sector
Audio

Equity income: the academic evidence

We look at recent academic work that underpins the effectiveness of global equity-income investing
18 March 2021
Global equities, Global income, Macro views, Sector research

Key investment risks

  • There is no guarantee that the strategy will achieve its objective.
  • This strategy invests in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
  • The strategy may use derivatives to generate returns as well as to reduce costs and/or the overall risk of the strategy. Using derivatives can involve a higher level of risk. A small movement in the price of an underlying investment may result in a disproportionately large movement in the price of the derivative investment.
  • The strategy may invest in emerging markets. These markets have additional risks due to less developed market practices.
  • A fall in the value of a single investment may have a significant impact on the value of the strategy because it typically invests in a limited number of investments.
  • The strategy may invest in small companies which may be riskier and less liquid (i.e. harder to sell) than large companies. This means that their share prices may have greater fluctuations.