Newton Discovery Fund
April 2010
The Newton Discovery Fund is an unconstrained fund of global securities (predominantly equities) with a bias to 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
• Unconstrained, opportunistic approach to seeking material market outperformance
• Stock selection driven by global themes
• Draws on strong proprietary research, both global industrial and special situations
• Seeks investments with significant upside potential, either via strong structural
growth and/or owing to significant valuation anomalies
• 50% minimum exposure to small and mid-cap stocks
• Typically 60-100 stocks
• Emphasis on long-term investing - high short-term volatility anticipated
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Newton Discovery Fund
