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 best potential opportunities uncovered by our research are selected for the portfolio, which is diversified both by individual security and economic sector. Individual portfolio holdings are weighted based on the upside/downside opportunity, market liquidity and the strategy’s internal risk control parameters.
The US Small Cap Value Equity strategy focuses on identifying companies with compelling combinations of solid business franchises, attractive valuations and catalysts for change.
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.
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.