James A Lydotes | Newton

Jim is Newton’s head of equity income and deputy chief investment officer of equities. Jim is the lead portfolio manager for the Global Equity Income strategy. He has also been the lead manager for the Global Infrastructure Dividend Focus Equity and Global Healthcare REIT strategies since their inceptions in 2011 and 2015, respectively. He has engineered both outcome-oriented income strategies to provide exposure to distinct themes in a risk-aware framework.

Joined industry: 1998
Joined the Group: 1998

Strategy focus

Jim joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Jim had 22 years of experience across multiple roles at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies).

Prior to joining BNY Mellon, Jim served as a fixed-income business analyst at Wellington Management Company.

Jim earned a BA in Economics from Syracuse University. He received his CFA¹ designation in 2011 and is a member of the CFA Institute, the CFA Society Boston and the Boston Committee on Foreign Relations.

¹ CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Insights from James A Lydotes

Infrastructure Outlook 2025: Public and Private Investment Should Provide Opportunity

We believe a renewed emphasis on infrastructure will provide investment tailwinds.

December 6, 2024 James A Lydotes, Brian Blongastainer

Capitalizing on Infrastructure: Public Markets Versus Private Equity

Is it time for investors to flip from private to publicly listed infrastructure?

September 6, 2024 James A Lydotes, Brian Blongastainer

The Allure of Alternatives: Listed Infrastructure

We believe listed infrastructure could be a compelling option for investors seeking alternative investments.

March 26, 2024 James A Lydotes, Brian Blongastainer

See all insights

This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. 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. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved. Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd. (MAML), registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as an Investment Fund Manager and Commodity Trading Manager in Ontario. MAML is an indirect wholly owned subsidiary of The Bank of New York Mellon Corporation and is an affiliate of Newton’s. Unless otherwise indicated, all financial data is shown in U.S. dollars. This document has been provided in Canada by MAML for use with institutional investors only and may not be redistributed without authorization.