Our alternative investment teams help clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals.
Altrnatives assets managed firmwide
Track record managing alternative investment:
Clients in our alternative investment approaches:
Among the trends and opportunities we’re focused on: strategies for liquidity-driven drawdowns, cautious optimism in the private equity market, and private companies working to solve climate change.
The alternatives edge
What sets Wellington apart?
Research is a respected career path — not a stepping-stone — giving clients access to what we believe is the most experienced research team in the market.
Our portfolio managers are highly specialized and performance-driven. And they stay with us, putting their savvy and skill to work for clients.
Find the latest market insights and thought leadership from our alternative investment professionals.
Mark Sullivan, CFA
Head of Alternatives and Portfolio Manager
As the head of Alternatives, Mark is responsible for driving the long-term investment performance of the firm’s liquid alternative strategies. He is also the team leader for our Global Macro Team.
Michael Carmen, CFA
Co-Head of Private Investments and Portfolio Manager
Michael is the team leader for our late-stage growth investment strategies. In addition, he helps to oversee the firm’s private investment business.
Co-Head of Private Investments
As co-head of Private Investments, Shanna helps to lead the expansion and oversight of the firm’s private investment business. She previously served as the chief operating officer of Wellington Alternative Investments.
See the breadth of styles, sectors, and strategies in our alternative investment platform.
This is not an all-inclusive list of strategies that may be offered. Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions.
We have a long history of leveraging our scale and resources to develop alternative investment strategies based on clients’ evolving needs.
All figures as of 31 March 2020. *Please note that all alternatives assets are also included in the assets of the Equity, Fixed Income, and Multi-Asset asset-class categories.