US Institutional US Mid Cap Opportunistic 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

We seek to invest in equities priced at a large discount to intrinsic value with fundamental strengths that are likely to be recognized in the next one to three years. Capital allocation seeks to exploit a dissonance between market sentiment and fundamental reality, often as a result of sudden or pronounced price dislocations that generate a favorable risk/reward ratio. We have assembled a next-generation investment team to succeed in a new era of active management where deep field research is reinforced by sophisticated macro and risk analysis in an effort to drive alpha.

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.

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Andrew Leger
Andrew Leger

Portfolio manager, Small Cap Value and Opportunistic Value teams

Strategy Profile

Benchmark

Russell Midcap® Index

The Russell Midcap® 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

January 1, 1994

Insights

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Audio

Inside Investor Relations

How are investor relations teams evolving to adapt to today’s changing markets?
December 17, 2024 Raphael J. Lewis, Jack Encarnacao
Blog

Global Natural Resources Outlook 2025: Navigating the Multi-Year Commodities Cycle

Cyclical and secular forces continue to support longer runways of growth for select commodities.
December 11, 2024 David Intoppa, Brian Blongastainer, Newton global natural resources team
Blog

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

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.