Large Cap Core Equity Income

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.

We apply a systematic process to evaluating securities based on their fundamentals and valuation. Our disciplined approach to portfolio construction is designed to maximize dividend yield while minimizing unwanted risks.

We take a systematic, fundamentally based investment approach to evaluating securities. We look to buy high-quality, inexpensive stocks with positive momentum and attractive dividend yield. We use our stock-selection model to assess the fundamental attractiveness of each company in our universe along valuation, quality and behavioral dimensions. We also leverage the work of our fundamental analysts to help identify unique opportunities and exogenous risks.

Our portfolio construction process involves looking for high-quality, attractively priced, dividend stocks in every sector of the market. Our optimization process weights our holdings to balance dividend yield and attractive fundamentals while controlling for sector and factor risks.

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.