Equity

Our actively managed equity approaches span disciplines, geographies, industries, market capitalizations, and styles in order to meet our clients’ objectives

Over 95 years in active equity investing

With a history of active equity investing that dates back nearly a century, first in Boston, and now globally, we believe our deep research and unique perspectives can help elevate your investments and unlock value in today’s markets.

USD 475 B+

Fixed income assets managed firmwide

275+

Fixed income investment professionals

Average years' experience

All figures are for the Wellington Management Group of companies as at 31 December 2023.

USD 615 B+

equity assets managed globally (USD)

300+

equity investment professionals

average years of investing experience

All figures are for the Wellington Management Group of companies as of December 2025.

USD 1.3 T+

Client assets managed

800+

Investment professionals

3,000+

Clients

60+

Client locations by country/region

All figures are for the Wellington Management Group of companies as at 31 December 2023.

Why wellington for equity

We have approached equity investing through thoughtful and informed active management for close to a century. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities.

Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies on a daily basis. Our investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, social and corporate governance (ESG) lenses.

Meet the equity managers

Tim Manning

Equity portfolio Manager Tim Manning discusses how his background as a musician informs his views as an investor and the importance of working with the rhythm of the equity market.

view more insights from Tim manning

Yolanda Courtines

Find out how Portfolio Manager Yolanda Courtines uses her cosmopolitan background and language skills to identify companies with outstanding steward practices.

view more insights from Yolanda Courtines

Dáire Dunne

Learn more about how Dáire Dunne's interest in travel and global perspectives helps him piece together evidence of change and differentiation all around the world.

view more insights from Dáire Dunne

Naveen Venkataramani

According to Equity Portfolio Manager Naveen Venkataramani, a valuable team culture is one in which members embrace different perspectives and feel free to challenge each other. Find out why Naveen thinks this is so important.

view more insights from Naveen Venkataramani

Alan Hsu

Portfolio Manager Alan Hsu describes his experience growing up in Houston, the de facto energy capital of North America, and shares his excitement for the future of climate-change mitigation.

view more insights from Alan Hsu

Featured insight

Showing of Insights Posts

7 min

Broadening underway? 6 equity ideas for 2026

Andrew Heiskell and Nicolas Wylenzek see 6 key themes ahead for equity investors in 2026, including the durability of the AI investment cycle, the broadening of earnings growth beyond mega-caps, the potential for renewed value in international diversification and the growing need for equity investors to rethink risk hedging beyond bonds.