US Small 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.

Strategy Profile

Benchmark: Russell 2000® Index

The Russell 2000® 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

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.

Want to find out more?

Patrick Kent

Portfolio manager, Head of Small Cap Equities team

Andrew Leger

Portfolio manager, Small Cap Value and Opportunistic Value teams

Insights

Audio

Undoing a Presidency

Can US presidents undo regulatory action taken by their predecessors?

July 2, 2024

Audio

The Election Trade-off

What could a new presidential administration mean for US trade policy?

April 2, 2024 Ella Hoxha

Video

Brainwaves 11: Is It Time For An Absolute-Return Revival?

Does the new market regime provide a backdrop that could help absolute-return strategies to prosper?

February 23, 2024 Matt Goodburn, Paul Brain, Catherine Doyle

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.