Newton Discovery Fund
November 2011
The Newton Discovery Fund is an unconstrained fund of global securities (predominantly equities) with a bias towards small and mid-cap stocks. It aims to outperform global stock markets by a significant margin over the longer term by harnessing Newton's global industrial and special situations research within a global thematic context.
Key features
- The Fund employs an unconstrained, opportunistic approach to seeking material market outperformance
- Stock selection is driven by global themes
- The strategy draws on Newton's strong proprietary research, spanning both global industries and special situations
- We seek investments with significant upside potential, through both strong structural growth and valuation anomalies
- The Fund is typically invested in 60-100 stocks
- It is guided by an emphasis on long-term investing and wealth creation, which overrides any short-term volatility
- A 50% minimum exposure to small and mid-cap stocks is maintained
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Newton Discovery Fund
