BNY Mellon Investment Management will highlight the virtues of the international context for equity investment at the IV Funds Society Investment Summit & Rodeo in Houston, exclusively for professional investors from Texas and California.
The event, scheduled for February 29th at the JW Marriott Houston by The Galleria, will feature James Lydotes, Head of Equity Income & Deputy CIO at Newton, presenting the BNY Mellon Global Equity Income strategy.
Lydotes will discuss the fund’s features, including “the goal of income and long-term capital growth from a portfolio of high quality global companies, the philosophy that dividend capitalization is the dominant source of long-term returns, and a disciplined and systematic buy/sell investment approach,” according to the information provided by the company.
Moreover, BNY Mellon attributes the strategy’s success to “buying companies with yields greater than 25% BM (FTSE World TR Index) and selling companies with yields below market.”
Additionally, through its boutique Newton, the American bank emphasizes the importance of investing in companies that meet profitability requirements, have sustainable dividends, and are traded at attractive valuations.
After the experts’ presentations, guests will be transported to the NRG Stadium to enjoy the Houston’s Livestock Show and Rodeo from the Funds Society’s private suite.
About James Lydotes
Lydotes is the Head of Equity Income at Newton and the Deputy Chief Investment Officer for Equities. He is also the lead portfolio manager for the Global Equity Income strategy. Additionally, he has been the primary manager for the Global Infrastructure Dividend Focus Equity and Global Healthcare REIT strategies since their inception in 2011 and 2015, respectively. He designed both income-oriented strategies to offer exposure to different themes within a risk-aware framework.
He joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Prior to joining Newton, he had 22 years of experience across multiple roles at Mellon Investments Corporation and The Boston Company Asset Management (both part of the BNY Mellon group).
