Comprehensive Investment Solutions
Wellington Management offers equity investment approaches that span world markets, capitalizations, and style spectrums. Some approaches are limited to a country or a region, and some are global in scope.
Our equity portfolio managers apply disciplined and research-intensive processes. They draw on the full investment resources of the firm to:
- Understand global trends and outlooks for specific securities, industries, and markets
- Create customized valuation and other models
- Evaluate potential opportunities based on models, opinions, and recommendations from various sources
- Select securities and construct portfolios consistent with client guidelines
- Continually seek out ideas that will effectively achieve each client's goals