US Institutional US Mid Cap Opportunistic 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 seek to invest in equities priced at a large discount to intrinsic value with fundamental strengths that are likely to be recognized in the next one to three years. Capital allocation seeks to exploit a dissonance between market sentiment and fundamental reality, often as a result of sudden or pronounced price dislocations that generate a favorable risk/reward ratio. We have assembled a next-generation investment team to succeed in a new era of active management where deep field research is reinforced by sophisticated macro and risk analysis in an effort to drive alpha.

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.

29
years’ average investment experience
14
years’ average time at Newton
  • Patrick Kent
    Patrick Kent

    Deputy head of equity opportunities, portfolio manager

  • Andrew Leger
    Andrew Leger

    Portfolio manager, small cap equities team

  • Karen Miki Behr
    Karen Miki Behr

    Portfolio manager, Global Opportunities team

  • Joseph M Corrado
    Joseph M Corrado

    Portfolio manager, small cap equities team

  • Caroline Higgins
    Caroline Higgins

    Sr Research Analyst

  • John R Porter III
    John R Porter III

    Chief investment officer, head of equity

Strategy Profile

Benchmark

Russell Midcap® Index

The Russell Midcap® 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

Insights

loading-newton
Road, Freeway, Tunnel
Blog

Operation Warp Speed for Cell and Gene Technologies 

How is the US Food and Drug Administration fast-tracking genetic medicines?
Matthew Jenkin, Stefanie Rintoul
May 26, 2023
Global equities, Sector research, Themes
Synthetic Data: Fuel for the AI World
Blog

Synthetic Data: Fuel for the AI World

Augmenting real data opens up a world of possibilities.
Newton secular research team, Newton private markets team, Newton responsible investment team
May 22, 2023
Global equities, Industry views, Themes
Land, Nature, Outdoors
Blog

Ethical Dilemmas of Artificial Intelligence

Some potential risks can be managed, but difficult questions remain.
Onkar Jagtap
May 16, 2023
Global equities, Themes
Levelling the playing field: Investing with a gender lens
Blog

Leveling the Playing Field: Investing with a Gender Lens

We examine the value of taking a gender-lens approach to economic and investment decision-making.
Julianne McHugh, Karen Miki Behr
May 16, 2023
Global equities, Responsible investment, Themes, US equities

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.