London, England
Founded 1978*
Assets Under Management: $75.8 billion* (3/31/08)
Founded in 1978, Newton manages investments on behalf of private investors and institutions. Since inception, Newton has pursued a global thematic approach to investment which is consistently applied across all assets under management. This approach recognizes that no economy, industrial sector or company should be seen in isolation when there is a global market for goods and services. Newton's global thematic approach to stock selection combines the skills of global industrial analysts and individual portfolio managers and has driven the returns enjoyed by Newton's clients.
Newton's investment approach is based on the belief that the prospects for most companies are shaped by powerful investment themes that cross borders and markets. Newton invests on the basis of such sector or industry themes rather than industry orientation. They are global stock pickers, buying stocks that exhibit:
- Newton's thematic view
- A positive industry outlook
- Strong company fundamentals
- Appropriate value characteristics
Newton is not dogmatic in its approach to valuation. It employs a variety of techniques, choosing whichever are most appropriate to a particular industry or company.
The global perspective is critical and is embedded in the three definitive stages of Newton's investment process:
- Idea generation: first the global investment framework is established by identifying global themes - the forces driving global markets - and the individual securities likely to benefit
- Portfolio construction: Leveraging the research effort, fund managers construct a portfolio focused on the portfolio's perspectives. The portfolio is then actively managed to ensure that it continually capitalizes on opportunities in global markets
- Risk management: Objective qualitative and quantitative risk analysis to ensure that the portfolio is well positioned for performance relative to the portfolio mandate
*Founding date and total assets under management are representative of the Newton Group of Companies.
The Newton Group refers to the following group of affiliated companies: Newton Investment Management Limited, Newton Capital Management Limited, Newton International Investment Management Limited, Newton Capital Management LLC, and Newton Fund Managers (CI) Limited. Assets under management include assets managed by all of these companies except Newton Capital Management LLC, which provides marketing services in the U.S. for Newton Capital Management Limited. Except for Newton Capital Management LLC and Newton Capital Management Limited, none of the other Newton companies offer services in the U.S.
Newton Capital Management Limited (an Investment Company)
The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA.
Place of Registration: UK.
Company No. 02675952
The term "investment company" is used here in an English law context and it does not necessarily signify that the relevant company is an investment company as that term is defined or used in any jurisdiction outside England and Wales.
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