Currency Investment Approaches
Focused on Diversified Added Value
Wellington Management has been actively managing foreign currency since the 1980s. Our currency team coordinates the hedging of global mandates and actively manages currency portfolios including both developed and emerging market currencies. The team also generates returns for global bond, global equity, global balanced and specialty alternative mandates through active currency overlays.
We seek to capture as many sources of value as possible in the currency markets while profiting from changes that are signalled by our valuation, cyclical and technical models. Our investment philosophy is:
- Diversified — we seek uncorrelated sources of alpha across multiple security/strategy dimensions
- Multi-disciplinary — we capture fundamental and technical influences on currencies by combining quantitative and discretionary decision-making
- Risk-controlled — we conduct thorough model evaluation, use multiple risk metrics and focus on disciplined management of trades
Features:
Hear from our investors
Anita
Global Industry Analyst
Michael
Fixed Income Credit Analyst