Caroline Gellatly

Investment Performance & Reporting at Newton Investment Management Group

Caroline Gellatly has over two decades of experience in investment performance and reporting, currently serving in a role at Newton Investment Management Group since June 2020. Prior to this, Caroline held significant positions at Henderson Global Investors as an Institutional Performance Manager and at New Star Asset Management as Head of Performance. Additional experience includes roles at ABN Amro Asset Management as Head of London Performance Analysis and Senior Performance Analyst, and at Schroders as a Fixed Income Performance Analyst. Caroline began their career as an Assistant Language Teacher in the JET Programme in Japan. Caroline earned a degree from the University of St Andrews between 1993 and 1997.

Location

London, United Kingdom

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Newton Investment Management Group

‘Newton Investment Management Group’ describes a group of affiliated companies that provide investment advisory services under the brand name ‘Newton’ or ‘Newton Investment Management’. Those companies are Newton Investment Management Ltd in the UK, Newton Investment Management North America LLC in the US, and Newton Investment Management Japan Ltd. (“NIMJ”), and all are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY Mellon’). We deliver outcomes for our clients across equity opportunities, income, absolute return (including fixed income), multi-asset solutions, thematic and sustainable strategies. Our capabilities are driven by our global investment research platform which harnesses a breadth of both fundamental and quantitative research. Assets under management: $100.6 billion (as at 30 September 2022) Offices: London, Boston, New York, San Francisco and Tokyo Newton provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions, and, via BNY Mellon, to individuals. Important information: www.newtonim.com/terms


Employees

501-1,000

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