US Institutional Global Infrastructure Dividend Focus Equity

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.

Strategy Overview

We consider investments from a particularly expansive universe, which we believe provides us with a significant competitive advantage. Investments in the strategy must meet a very specific set of criteria:

  • Hard asset owning business models;
  • Operate in heavily regulated industries; and
  • Generate stable cash flows that largely return to shareholders in the form of dividends.

The portfolio is highly concentrated, holding between 20 and 40 names from our global opportunity set. Our differentiated approach to infrastructure investing provides us with an investible universe that exhibits the same characteristics as peers at over six times the size. Our ability to invest in a broader opportunity set allows for a disciplined, value-based approach that seeks to consistently deliver a 6% equity dividend yield profile.

Investment Team

  • James A Lydotes
    James A Lydotes

    Deputy chief investment officer, equity

  • Brock Campbell
    Brock Campbell

    Deputy head of global equity research

Strategy Profile

Objective

We seek to deliver a consistent 6% equity yield profile throughout the market cycle, solid capital preservation and attractive upside participation in strong global equity market environments.

Benchmark

S&P Global Infrastructure Index

The S&P Global Infrastructure Index 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.

Strategy inception

August 1, 2011

2021: better income outcomes?
Blog

Income Stocks: Economic Recovery Pays Dividends

We discuss the outlook for income stocks.
Jon Bell
October 1, 2021
Global income
Equity income: the academic evidence supporting the sector
Audio

Equity income: the academic evidence supporting the sector

We look at recent academic work that underpins the effectiveness of global equity-income investing.
March 18, 2021
Global equities, Global income, Macro views, Sector research
Why now for equity income investing?
Audio

Why now for equity income investing?

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.
February 16, 2021
Global income, Macro views, Themes
Equity income investing
Article

Equity-Income investing: Debunking the Myths

We summarize the findings of new academic research which we believe underscores the relevance of equity-income investing.
February 11, 2021
Global income

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.