This strategy is offered by Newton Investment Management North America LLC (‘NIMNA’) in the United States. NIMNA is part of the Newton Investment Management Group.
The Dynamic US Equity strategy applies the widely recognized academic theory of the Capital Asset Pricing Model (CAPM) and the Capital Market Line (CML) to develop a portfolio of three broad exposures (S&P 500®, long Treasury bonds, and cash) designed to outperform the S&P 500® Index with a similar level of risk.
The strategy allows for modest leverage (up to 50%) to dynamically allocate across these three broad exposures or risk premium. By design, fundamental valuation, macro, volatility and tail-risk management are incorporated into the strategy, which historically has led to low downside participation and high upside participation.
Our investment team of research analysts and portfolio managers work together across regions and sectors, helping to ensure that our investment process is highly flexible.
A team of 17 investment professionals.
- years’ average investment experience
- years’ average time at Newton
Portfolio manager, Asset Allocation team
Global head of multi-asset solutions
James H Stavena
Head of portfolio management, multi-asset solutions
Torrey K Zaches
Portfolio manager, multi-asset solutions
Past performance is not a guide to future performance. 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.