US Institutional Global Natural Resources Equity

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

Our experience and process allow us to thoroughly evaluate commodity fundamentals. We typically allocate among equities with positive leverage to commodities. However, we will also consider allocating to those with more neutral leverage (more levered volume than price) and, at times, those with negative leverage (commodity consumers). As a result, we believe we can effectively manage through an entire cycle, aiming to generate peer-competitive Sharpe ratio performance regardless of market conditions.

We believe that successful natural resources investing is best achieved through a process driven by “commodities first” research across an expansive opportunity set. Evaluation of such a universe requires deep knowledge of each commodity, and we leverage our analysts’ expertise, optimizing information within a framework of oversight and risk management.

  • Focused Research: Research coverage is aligned with each analyst’s specific area of commodity expertise.
  • Expanded Universe: A broader investment universe provides increased opportunity and flexibility.
  • Selection Driven: Stock selection is conducted by those closest to the information.
  • Managed Risk: Risk is managed both at the overall portfolio level, as well as the company level. Our multi-tiered risk-management process is designed to identify specific risk factors through standardized and proprietary risk analysis, enabling us to focus on more customized risk factors and sources.

Strategy Profile

Objective

The strategy seeks to provide hard assets exposure and maximize the Sharpe ratio for optimal risk/reward exposure.

Benchmark

S&P Global Natural Resources Index

The S&P Global Natural Resources 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.

Strategy inception

July 1, 2008

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.

Want to find out more?

Contact us

David Intoppa
David Intoppa

Research analyst, portfolio manager

Brock Campbell
Brock Campbell

Head of global equity research

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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.