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
The combination of growth and value disciplines can minimize any potential bias and is designed to produce more consistent investment performance over time. Our results are driven by fundamental, bottom-up research that is designed to add value primarily through industry and security selection. Consistency is further enhanced by well-defined investment and risk-management processes that seek to reduce the potential for unintended risk.
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.
- 27
- years’ average investment experience
- 24
- years’ average time at Newton
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John C Bailer
Deputy head of equity income, portfolio manager
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Keith Howell Jr.
Portfolio manager, Equity Income team
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Brian Ferguson
Portfolio manager, Equity Income team
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Jon Bell
Portfolio manager, Equity Income team
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Peter D Goslin
Portfolio manager, Equity Income team
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Robert Hay
Portfolio manager, Equity Income team
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James A Lydotes
Head of equity income and deputy chief investment officer, equity
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.