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 believe that a hybrid investment process ensures that the advantages of fundamental research, which is forward-looking, in-depth, and detailed, helps to offset the weaknesses of quantitative methods, which are typically backward-looking and more broad-brush. Conversely, the strengths of quantitative methods, which are typically efficient, unbiased, and perceptive of trends, can help neutralize the weaknesses of fundamental research. This investment process is overlaid with both traditional risk-management techniques and proprietary methods that can assist in minimizing the chance that unintended risks will greatly affect the portfolio.

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.

years’ average investment experience
years’ average time at Newton

Strategy Profile


S&P 500® Index

The S&P 500® 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

January 1, 1994

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.