The strategy utilizes a unique barbell approach to deliver consistent core positioning through a blend of fundamental and quantitative research.
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.
Our disciplined, bottom-up stock selection process focuses on uncovering improving business momentum and attractive valuation. The strategy seeks to invest in eurozone-domiciled small-cap companies that exhibit good relative value, solid fundamentals and improving business momentum while maintaining a risk profile similar to the benchmark.
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.
James A Lydotes
Head of equity income and deputy chief investment officer, equity
Karen Miki Behr
Portfolio manager, Global Opportunities team
S&P Eurozone Small Cap
The S&P Eurozone Small Cap performance benchmark is used as a comparator for this strategy. Information about the indices shown here is provided to allow for comparison of the performance of the strategy to that of certain well-known and widely recognized indices. There is no representation that such index is an appropriate benchmark for such comparison.
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.
Individual Investors will be redirected to bnymellon.com