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
Our active approach, emphasis on stock selection and disciplined implementation seeks robust all-weather performance. The approach is style-pure, solely focused on US large-cap alpha generation within the US equities universe.
We believe our strategy is differentiated as it emphasizes relative value and is designed to maximize alpha potential and relative performance consistency. The strategy is managed by an experienced and well-tenured team whose interests are aligned with our clients.
The US Dynamic Large Cap Value seeks capital appreciation, targets value with a catalyst, is focused and fundamental and emphasizes risk management. The strategy seeks attractively valued companies with solid fundamentals and business momentum.
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.
- 27
- years’ average investment experience
- 24
- years’ average time at Newton
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John C Bailer
Deputy head of equity income, portfolio manager
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Brian Ferguson
Portfolio manager, equity income team
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Keith Howell Jr.
Portfolio manager, equity income team
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Jon Bell
Portfolio manager, equity income team
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Peter D Goslin
Portfolio manager, equity income team
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Robert Hay
Portfolio manager, global equity income
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James A Lydotes
Head of equity income and deputy chief investment officer, equity
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.