Our philosophy and process
- Sustainable ‘red lines’ ensure the poorest-performing companies are not eligible for investment, such as companies which violate the UN Global Compact Principles of sustainable corporate performance. Companies which we think are incompatible with the aim of limiting global warming to 2°C are also excluded.
- We engage with companies where ESG issues are resolvable and can be improved, and report on that activity. We will not invest in any company that derives more than 10% of its turnover from the production and sale of tobacco.
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.
Investment team
Our Sustainable 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. Our dedicated responsible investment team is an integral part of the investment decision-making process. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.
- 23
- years’ average investment experience
- 11
- years’ average time at Newton
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Paul Markham
Head of Global Opportunities
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Simon Nichols
Portfolio manager, Global Opportunities team
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Nick Pope
Portfolio manager, equity income team
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Louise Kernohan
Portfolio manager, UK Equities team
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Paul Birchenough
Portfolio manager, Global Opportunities team
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Ian Smith
Portfolio manager, Global Opportunities team
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Aditya Shah
Portfolio analyst, Global Opportunities team
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Joseph M Corrado
Portfolio manager, equity opportunities team
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Patrick Kent
Deputy head of equity opportunities, portfolio manager
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Julianne McHugh
Head of impact, equity team
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Karen Miki Behr
Portfolio manager, Global Opportunities team
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John R Porter III
Chief investment officer, head of equity
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Caroline Higgins
Sr Research Analyst
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Andrew Leger
Senior Portfolio Manager
Strategy profile
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Objective
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To achieve capital growth and income by investing in well-run businesses that both have durable financial and competitive positions and manage positively the material impacts of their operations and products on the environment and society
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Literature
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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.