The name says it all. The Newton Group Opportunity Portfolio strives to achieve returns in all market conditions through the use of hedging strategies, and a focus on growth. But this is not to be confused with investing only in aggressive, fast growing small capitalization companies. Instead, we take advantage of opportunities as they arise regardless of company size. We also aim to have a low correlation with equity markets and maintain our high standards for risk management through continuous monitoring and the employment of stop losses.
The portfolio can be a combination of mature businesses but can also invest in those that are early in their journeys. This portfolio tends to have a much higher slugging percentage and magnitude of wins.
Investors seeking the potential for above average returns with an understanding of complex investment strategies and a moderate to high tolerance for risk and volatility.