Andrew is a member of Newton’s small cap equities team. In his current role, Andrew is a senior portfolio manager. He is primarily responsible for research coverage of the non-US energy, materials and industrials sectors. Andrew joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Andrew was a senior portfolio manager and senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Andrew worked at BlackRock Inc., where he co-managed the Small Cap Growth and Mid Cap Growth funds and conducted research on industrial, energy, materials and consumer stocks. Previously, he served in analyst roles at Schroders Investment Management and Delphi Management. Andrew has a BA in Economics and Communications from Wake Forest University.

Miki is a member of Newton’s equity opportunities team. In her current role, she is a portfolio manager on the growth funds. Miki joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Miki was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Previously, she was a research analyst with a focus on healthcare. Over her 14 years at the firm, she covered the consumer staples, consumer discretionary and healthcare sectors across EM, EAFE and the US. Prior to joining BNY Mellon, Miki worked at Leerink Swann & Co., a healthcare investment bank, advising venture capital and private equity firms as well as pharmaceutical, biotech and medical-device companies on strategic growth opportunities.

Alicia Levine is the fund's primary portfolio manager responsible for investment allocation decisions, a position she has held since September 2021. Ms. Levine is Head of Equities, Capital Markets Advisory and Vice Chair for BNY Mellon Wealth Management, an affiliate of BNYM Investment Adviser. She also is an employee of BNYM Investment Adviser and manages the fund in her capacity as an employee of BNYM Investment Adviser.

Monty Kori Head of growth cyclicals pod, portfolio manager Monty is a member of Newton’s equity research team. In his current role, Monty heads up the growth cyclicals pod and is a senior research analyst on the global research team. He is also the portfolio manager of the US Manufacturing Fund. Monty joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Monty was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Monty was a sector portfolio manager at Fidelity Management & Research Company. He also served as a research analyst over his ten-year career at Fidelity. Previously, he was an associate at Stone Point Capital and an investment banking analyst at Morgan Stanley in New York. Monty has a BS in Electrical Engineering from Johns Hopkins University and an MBA from the Kellogg School of Management at Northwestern University. Joined Newton: 2021 Joined BNY Mellon group of companies: 2017 Joined industry: 2000