The strategy features a high-conviction, less constrained investment approach that seeks attractive excess returns over the long-term.
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.
Portfolio manager, Head of Small Cap Equities team
Andrew Leger
Portfolio manager, Small Cap Value and Opportunistic Value teams
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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.
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.
Individual Investors will be redirected to bnymellon.com
