As a lead portfolio manager of benchmark-relative portfolios within the Fixed Income Team, Sam is accountable for the performance, positioning, and risk management in multicurrency and multisector portfolios for a diverse global client base. He focuses his research and expresses his views on interest rates, currencies, credit, and allocation strategies.
Before joining Wellington in 2022, Sam worked at Allianz Global Investors and Rogge Global Partners, where he was a senior portfolio manager on the global fixed income team.
Sam holds a BSc in economics from the University of Bristol and holds the Chartered Financial Analyst (CFA) designation.