Newton

ACTIVE MANAGER OF EQUITY, BOND, MULTI-ASSET, REAL RETURN AND INCOME SOLUTIONS, UNDERPINNED BY A DISTINCTIVE GLOBAL THEMATIC FRAMEWORK

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Newton Award

  • 1978
    ESTABLISHED
  • London
    HEADQUARTERS

OVERVIEW

Based in London, Newton is known for its distinctive, global thematic approach, which is applied consistently across all strategies- equity, fixed income and multi-asset. It provides investment products and services to a wide range of clients, including pension plans, endowments, corporations and (via BNY Mellon) individuals.

Its approach aims to identify themes and trends that are influencing, or are likely to influence, economies and markets across the globe. It combines the perspective afforded by themes with fundamental analysis and the skills of active investment management to seek to identify global winners.

Investment Philosophy

Newton is focused on delivering innovative investment solutions to meet its clients' real-world challenges. It has a robust investment approach which combines rigorous fundamental analysis with the broad perspective of its global investment themes. Its themes help identify long-term focuses of change across global markets and industries, helping to identify opportunities and risks, and shielding out short-term market 'noise'. Newton firmly believes the best companies to invest in are those that are responsibly managed and assesses environmental, social and governance factors as a core part of its investment analysis.

Team

Newton has a flat organizational structure, with portfolio managers and global research analysts working together in a single location, enabling the entire investment team to collaborate in idea generation and implementation. At Newton, analysis is a career path, not a stepping stone; many of the firm's experienced analysts have worked directly in the sectors for which they are responsible.

LEADERSHIP TEAM

  • Hanneke Smits

    Hanneke Smits

    Chief Executive Officer, Executive Director, Newton

  • Andrew Downs

    Andrew Downs

    Chief Operating Officer, Executive Director, Newton

  • Curt Custard

    Chief Investment Officer, Executive Director, Newton

  • James Helby

    James Helby

    Chief Risk Officer, Newton

  • Julian Lyne

    Julian Lyne

    Chief Commercial Officer, Newton

"Newton" and/or the "Newton Investment Management" brand refers to the following group of affiliated companies: Newton Investment Management Limited, Newton Investment Management (North America) Limited (NIMNA Ltd) and Newton Investment Management (North America) LLC (NIMNA LLC). NIMNA LLC personnel are supervised persons of NIMNA Ltd and NIMNA LLC does not provide investment advice, all of which is conducted by NIMNA Ltd. NIMNA LLC and NIMNA Ltd are the only Newton companies to offer services in the U.S. Newton is a wholly owned subsidiary of the Bank of New York Mellon Corporation.

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