US Institutional International Small Cap 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 disciplined, bottom-up stock selection process focuses on uncovering improving business momentum and attractive valuation.

We seek to invest in international small-cap companies that exhibit good relative value, strong fundamentals and improving business momentum while maintaining a risk profile similar to the benchmark.

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.

  • James A Lydotes
    James A Lydotes

    Head of equity income and deputy chief investment officer, equity

  • Karen Miki Behr
    Karen Miki Behr

    Portfolio manager, Global Opportunities team

Strategy Profile

Benchmark

S&P Developed ex-U.S. SmallCap

The S&P Developed ex-U.S. SmallCap 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, 1996

Insights

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The Election Trade-off

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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.