Investment approaches
global equity
An actively managed global equity strategy with a long-term performance heritage
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Benefits from a broad perspective owing to our global, thematic outlook
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Flexibility to deviate from the benchmark and to invest directly in a range of opportunities globally
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Stock selection driven by bottom-up proprietary research which incorporates consideration of environmental, social and governance (ESG) risks, issues and opportunities
This strategy is offered by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.
Our philosophy and process
- The strategy is conviction-based, with no regional or sector constraints. A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities.
- Material and relevant ESG risks, issues and opportunities are considered as part of the investment process.
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 Global Equity strategy is managed by a team with a wide range of backgrounds and varied experience. Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 22
- years’ average investment experience
- 18
- 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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Karen Miki Behr
Portfolio manager, Global Opportunities team
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Duncan Bulgin
Portfolio manager, Global Opportunities team
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Jonathan Dennis
Portfolio analyst, Global Opportunities team
Strategy profile
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Objective
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The strategy seeks to outperform the MSCI ACWI Index (NDR) by more than 2% per annum over rolling 5-year periods by achieving long-term capital growth from a portfolio of global securities.
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Performance benchmark
- MSCI AC World Index (NDR)
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Typical number of equity holdings
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50 to 80
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Strategy size
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US$4.4bn (as at June 30, 2022)
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Strategy inception
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Composite inception: January 1, 1996
Quarterly factsheet
Facts on the strategy’s performance and positioning.
Responsible investment report
Stewardship activities (voting and engagement) for the last quarter and ESG metrics.
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. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed may vary depending on the asset class and strategy involved. The research team performs ESG quality reviews on equity securities prior to their addition to Newton’s research recommended list (RRL). ESG quality 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 quality reviews. Not all securities held by Newton’s strategies have an ESG quality review completed prior to investment, although since 2020 it has been a requirement for all (single name) equity securities to have an ESG quality review before they are purchased for the first time.