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The US Small Mid Cap Opportunistic Value team applies independent thinking to the determination of a company's intrinsic value and evaluate securities relative to this measure. They invest where appreciation potential is significant, downside risk is estimated to be limited and a revaluation trigger is present. Active stock selection is the cornerstone of their investment philosophy; they have maintained this commitment since the strategy's inception.
Name | Title | Since | Until |
---|---|---|---|
John R. Porter | Chief Investment Officer, Head of Equity | 2017 | Now |
Biography | John is Newton’s chief investment officer and head of equity. John is responsible for overseeing all equity strategies. He is also lead portfolio manager for the US Small, Mid and Large Cap Growth Equity strategies. John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was chief investment officer at Mellon Investments Incorporation. |
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