US Institutional Global Equity

Strategy Highlights

  • Benefits from a broad perspective owing to our global thematic research
  • Flexibility to deviate from the benchmark and to invest directly in a range of opportunities globally
  • 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.
ESG considerations are integrated throughout the research process and via proprietary quality reviews, to ensure that any material issues are captured.

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 themes to help identify opportunities.

Investment Team

Our Global Equity strategy is managed by a team with a wide range of backgrounds. In-house research analysts are at the core of our investment process, and our multidimensional research platform spans fundamental, thematic, ESG, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.

22
years’ average investment experience
18
years’ average time at Newton
  • Paul Markham
    Paul Markham

    Head of Global Opportunities

  • Simon Nichols
    Simon Nichols

    Portfolio manager, Global Opportunities team

  • Karen Miki Behr
    Karen Miki Behr

    Portfolio manager, Global Opportunities team

  • Duncan Bulgin
    Duncan Bulgin

    Portfolio manager, Global Opportunities team

  • Jonathan Dennis
    Jonathan Dennis

    Portfolio analyst, Global Opportunities team

Strategy Profile

Objective

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.

Performance benchmark

MSCI AC World Index (NDR)

Typical number of equity holdings

50 to 80

Strategy size

US$3.9bn (as at Sept 30, 2022)

Strategy inception

Composite inception: January 1, 1996

NIMNA Global Equity strategy factsheet

Quarterly factsheet

Facts on the strategy’s performance and positioning.

Download Factsheet
US RI report Global Equity

Responsible investment report

Stewardship activities (voting and engagement) for the last quarter and ESG metrics.

Download Report
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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.

The outperformance target stated is net of fees, for indicative purposes only, and may be changed without notice. Targeted return is generally aspirational in nature, not necessarily based on criteria and assumptions, and is not a guarantee of future returns.

Newton will make investment decisions that are not based solely on ESG considerations. It is one of many inputs into the fundamental analysis. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that material ESG considerations are assessed may vary depending on the asset class and strategy involved. As of September 2022, the research team performs ESG analysis on equity securities prior to their addition to Newton’s Research Recommended List (RRL). ESG 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 reviews. Not all securities held by Newton’s strategies have an ESG review completed prior to investment.

Key Investment Risks

  • Objective/Performance Risk: There is no guarantee that the strategy will achieve its objectives.
  • Currency Risk: This strategy invests in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
  • Derivatives Risk: Derivatives are highly sensitive to changes in the value of the asset from which their value is derived. A small movement in the value of the underlying asset can cause a large movement in the value of the derivative. This can increase the sizes of losses and gains, causing the value of your investment to fluctuate. When using derivatives, the strategy can lose significantly more than the amount it has invested in derivatives.
  • Emerging Markets Risk: Emerging Markets have additional risks due to less-developed market practices.
  • Concentration Risk: A fall in the value of a single investment may have a significant impact on the value of the strategy because it typically invests in a limited number of investments.
  • Counterparty Risk: The insolvency of any institutions providing services such as custody of assets or acting as a counterparty to derivatives or other contractual arrangements, may expose the strategy to financial loss.