International Small Cap 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 Highlights

Our disciplined, bottom-up stock selection process focuses on uncovering improving business momentum and attractive valuation.

We seek to invest in international small-cap companies that exhibit good relative value, strong fundamentals and improving business momentum while maintaining a risk profile similar to the benchmark.

Strategy Profile

Benchmark: S&P Developed ex-U.S. SmallCap

The S&P Developed ex-U.S. SmallCap 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: January 1, 1996

Investment Team

The strategy is managed by an experienced team with a wide range of backgrounds. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities help to promote better-informed investment decisions.

Want to find out more?

James A Lydotes

Head of equity income and deputy chief investment officer, equity

Karen Miki Behr

Portfolio manager

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.