Investment Team
Our Sustainable International Equity strategy is managed by a team of portfolio managers who form part of Newton’s equity opportunities team. Our dedicated responsible investment team is an integral part of the investment decision-making process. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 19
- years’ average investment experience
- 11
- years’ average time at Newton
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Karen Miki Behr
Portfolio manager, Global Opportunities team
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Paul Birchenough
Co-head emerging markets and Asia equities team
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Duncan Bulgin
Portfolio manager, Global Opportunities team
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Jonathan Dennis
Portfolio analyst, Global Opportunities team
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Alex Khosla
Portfolio manager, emerging markets and Asia equities team
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Paul Markham
Head of Global Opportunities
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Julianne McHugh
Head of sustainable equities
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Simon Nichols
Portfolio manager, Global Opportunities team
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Nick Pope
Portfolio manager, sustainable equity strategies
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Aditya Shah
Research analyst, emerging markets and Asia equities team
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Ian Smith
Co-head emerging markets and Asia equities team
Strategy Profile
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Objective
- The strategy seeks long-term capital appreciation through investing in ex-US companies that demonstrate attractive investment attributes and sustainable business practices
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Performance benchmark
- MSCI EAFE (NDR)
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Typical number of equity holdings
- Typically 30-50 holdings
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Strategy inception
- December 14, 2021
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.