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Newton US large cap value & income team
Insights from the Newton US large cap value & income team
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Blog

The One Big Beautiful Bill Act: A Potential Catalyst for US Value Investing

Explore how the Act’s incentives may drive investment opportunities.

November 24, 2025 Chris Hazelton Carolina Ortega Newton US large cap value & income team
Blog

Beyond the Boom: Where Value Emerges

Unlocking value in AI's third wave.

September 30, 2025 Chris Hazelton Newton US large cap value & income team
Blog

Meet the Manager: Brian Ferguson

Learn about his philosophy, the role of research and why now is the time for value investing.

August 18, 2025 Newton US large cap value & income team
Blog

The Rebalancing Act: Large Cap Value’s Stability May Provide Dividends

Mega-cap tech firms have led returns, but with valuations stretched, the right move may be into value.

March 07, 2025 Chris Hazelton Newton US large cap value & income team
Blog

US Dynamic Large Cap Value Outlook 2025: Another Year of ‘Known Unknowns’

We discuss how a balanced approach can help navigate market uncertainty in 2025.

January 03, 2025 Chris Hazelton Newton US large cap value & income team
Blog

Large-Cap Value Investing: A Beacon of Stability

Could large-cap value stocks provide a port in the storm?

November 27, 2024 Chris Hazelton Newton US large cap value & income team
Blog

The Time Is (Always) Right for Value Investing

Discover how value investing can bring balance to a portfolio without sacrificing performance.

September 30, 2024 Chris Hazelton Newton US large cap value & income team
Blog

Large Cap Value Investing: Maintaining Balance

Changing investor sentiment is putting money in motion.

August 16, 2024 Chris Hazelton Newton US large cap value & income team
Blog

2024 Election: Manufacturing Poised for Victory

The appeal for a manufacturing renaissance crosses party lines.

April 13, 2024 Newton US large cap value & income team
Blog

Finding Value Away from the Herd

Now may the time to diversify beyond mega-cap technology stocks.

March 14, 2024 Newton US large cap value & income team
Blog

Not Your Parents’ Energy Sector

Energy companies adjust their focus.

February 13, 2024 Newton US large cap value & income team
Blog

US Dynamic Large Cap Value Outlook: Balance

We explain why we believe heightened volatility requires a balanced approach.

December 07, 2023 Newton US large cap value & income team
Blog

Value Opportunities in the Industrials Sector

We discuss promising relative-value scenarios.

November 01, 2022 Newton US large cap value & income team
Blog

Where We Find Value in Value Investing

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

July 23, 2022 Newton US large cap value & income team
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