How Can I Earn Consistent Equity Excess Returns?
The Problem Facing Investors
Equities tend to be at the core of investors’ risk budgets, but active returns can be unreliable.
Indexing Falls Short
Some investors have responded by allocating to low-cost indexing exposure. Can investors afford to give-up on active equity altogether? Can investors improve their core equity allocation?
A Proven Approach
Dynamic Equity’s 33-year track record demonstrates its durability and capacity to navigate a range of market environments.
Four Reasons to Invest in Dynamic Equity
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Flexible, time-tested approach that seeks to outperform equities in different market environments. -
Targets enhanced upside and seeks to protect capital in down markets. -
Low correlation to traditional active strategies and factors/styles. -
Seeks consistency of excess returns with a higher hit rate than traditional active strategies.
Explore Newton’s Dynamic Equity strategy
An active equity strategy that pursues outperformance through dynamic exposures to equities and diversifying assets
Meet the team
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Dimitri Curtil
Global head of multi-asset solutions
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James H Stavena
Head of portfolio management, multi-asset solutions
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Andrea Fisher
Global Investment Strategist
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William Cazalet
Global investment strategist
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Jason Lejonvarn
Global investment strategist
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Torrey K Zaches
Portfolio manager, multi-asset solutions
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Ryan Arita
Portfolio manager, asset allocation team
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Francis Tran
Portfolio Manager
Contact Us
Would you like to speak to a member of the team about Newton’s Dynamic 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.
