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.
We seek companies that are driving the future through innovation and disruption, have underappreciated growth potential, offer groundbreaking and transformative products or services, and feature outstanding management teams.
Employing a flexible approach, we have the ability to pursue opportunities across a broad range of sectors and geographies. We believe this is critical to delivering long-term value for our clients. We focus on small- and mid-cap companies with an upper market cap limit of approximately $35 billion. The landscape of opportunity across small-cap companies is influenced by a wide variety of factors, including economic cycles, demographic shifts, regulation, and corporate competition and synergies. We recognize that small-cap innovators and disruptors can shift over time, be it geographically or across industries, and we maintain the ability to allocate capital to the most attractive ideas regardless of domicile or industry. We believe our edge lies in the following key areas:
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.
- years’ average investment experience
- years’ average time at Newton
John R Porter III
Chief investment officer, head of equity
Head of Sustainable Equities
- The strategy aims to identify future industry leaders with significant upside growth potential. The strategy maintains broad flexibility to pursue opportunities across sectors and geographies, which we view as an advantage to driving potential long-term success.
MSCI ACWI SMID
The MSCI ACWI SMID 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.
- April 1, 2019
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.