Hear about How We Are Seeking Future Growth
Equity Chief Investment Officer John Porter explains to the investment communications team’s Matthew Goodburn why he remains optimistic about selective parts of the US small and mid-cap sector.
How Can I Achieve Balance between Risk and Return?
Problem Facing Investors
Achieving Balance
Themes are powerful, transformative forces that can influence and reshape the global economy, industries and society in ways that alter the investment landscape dramatically. They have a profound impact on corporate revenue and earnings, and ultimately on whether companies endure or fail.
Enduring Opportunities
Four Reasons to Invest in SMID Cap Growth
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Extensive domain expertise
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Differentiated opportunities unearthed through thematic investment framework -
Sustainable growth opportunities identified via fundamental and specialist research -
Downside managed via enhanced risk assessment and disciplined investment process
Explore Newton’s US Small Mid Cap Growth Equity strategy
A strategy that seeks to achieve the balance between risk and return that investors are looking for. It harnesses the return potential of innovative and disruptive small-cap and mid-cap companies, while applying a robust risk assessment framework and a disciplined thematic investment process.
Meet the Team
Our analytical insights are driven by our deep expertise, which we believe provides a unique advantage to our strategy. Our team of seasoned investment professionals have accumulated a breadth of expertise and industry experience over multiple business cycles, and each member has a minimum of 10 years of investment experience. This domain expertise is the foundation of our thematic work, as well as providing differentiated company and industry insights.
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John Porter
Chief investment officer
head of equity -
Karen Miki Behr
Portfolio manager,
Global Opportunities team
Contact us
Would you like to speak to a member of the team about Newton’s US Small Mid Cap Growth Equity strategy?
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.