Our flagship offering. 

The Newton Group Core Portfolio aims to provide investors with the growth potential of an equity portfolio while reducing the potential impact of severe market corrections. Our goal is to identify world-class businesses that can deliver long-term out performance, we skew to larger capitalization blue chip companies that are proven and reliable compounders. We remain biased to businesses with wide economic moats. Our holding period is intended to be slightly longer-term in nature. Our target hold period is 3-5 years with occasional rebalancing for risk mitigation.

Investor Suitability

Investors seeking the potential for superior returns, with a moderate tolerance for risk and volatility.