Equity Investment Approaches

Investment Solutions Spanning a Broad Spectrum

Wellington Management has approximately 60 equity investment approaches spanning the world markets, capitalizations and style spectrums. Some approaches are limited to a country or a region, and some are global in scope.

Equity portfolios are managed by individual managers or teams of portfolio managers, by a group of research analysts or by a combination of these structures. Each uses a disciplined and research-intensive process. 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