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
  • 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

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.

26
years’ average investment experience
23
years’ average time at Newton
  • Brock Campbell
    Brock Campbell

    Head of global equity research

  • James A Lydotes
    James A Lydotes

    Deputy chief investment officer, equity

  • John C Bailer
    John C Bailer

    Deputy head of equity income, portfolio manager

  • Jon Bell
    Jon Bell

    Portfolio manager, equity income team

  • Brian Ferguson
    Brian Ferguson

    Portfolio manager, equity income team

  • Peter D Goslin
    Peter D Goslin

    Portfolio manager, equity income team

  • Robert Hay
    Robert Hay

    Portfolio manager, global equity income

  • Keith Howell Jr.
    Keith Howell Jr.

    Portfolio manager, equity income team

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

loading-newton
Beyond the boundaries: investment opportunities in a new market regime
Article

Beyond the Boundaries: Investment Opportunities in a New Market Regime

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.
December 21, 2022
Fixed income, Global income, Macro views, Themes
Better income outcomes
Blog

Global Equity Income: Better Income Outcomes in 2023?

We discuss the outlook for equity income investing.
Jon Bell, Zoe Kan
November 29, 2022
Global income, Sector research, Themes
Global equity income
Video

Global Equity Income – Quarterly Outlook

Portfolio manager Jon Bell discusses the market backdrop, the risk of recession and the implications for equity income.
October 31, 2022
Global income, Macro views
‘I’s on the Prize – Income, Inflation and Infrastructure Outlook
Blog

‘I’s on the Prize – Income, Inflation and Infrastructure Outlook

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.
James A Lydotes
March 22, 2022
Global income, Sector research

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.