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 outperform the US large-cap equity market while offering a dividend yield more than 50% above that of the S&P 500® Index. The strategy is managed by an experienced and well tenured team whose interests are aligned with our clients.
The Income Stock strategy offers a balanced approach between dividend yield and dividend growth, augmented by a valuation-sensitive process. The strategy seeks attractively valued companies with solid fundamentals and business momentum and aims to capture both income and capital appreciation.
Investment Team
The strategy is managed by an experienced team. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities span fundamental, thematic, responsible investment, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.
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.