ALT

Alternative Investments

Equipped to perform

Altrnatives assets managed firmwide

USD 27 B*

Track record managing alternative investment:

20+ years

Clients in our alternative investment approaches:

1,050+

Alternatives overview

We are one of the largest managers of alternative assets in the world. Over more than two decades, we have built broad capabilities powered by the innovative spirit of an alternatives boutique and the resources and stability of a global asset manager. Our world-class infrastructure and private ownership model help to attract and retain leading investment talent with specialized expertise. Our entrepreneurial investment teams, working in a culture designed to foster collaboration, incubate an active pipeline of new strategies and design custom solutions to client needs.

Our alternative strategies include long/short equity, absolute return fixed income, multi-asset, real asset, and private equity strategies.

INDUSTRY STEWARDSHIP

Wellington Alternative Investments is a signatory to the Standards Board for Alternative Investments (SBAI), an organization that brings together investors and asset managers to help standardize alternative investment practices and improve transparency and governance across the industry.

Capabilities Overview

Long/short equity strategies
Seek to limit volatility of equity exposure

  • Long/short equity
  • Long/short sector (e.g. financial services, health care, technology)
  • Multi-strategy

Related publication
As the cycle winds down, consider adding to long/short equity

Absolute Return Fixed Income Strategies
Seek to limit exposure to rate and credit cycles

Multi-Asset Strategies
Target specific return and risk objectives

  • Alternative risk premia
  • Managed risk
  • Absolute return
  • Portable alpha

Related publication
Understanding the role of alternative risk premia

Real Assets icon

Real Asset Strategies
Provide exposure to alternative and inflation-sensitive assets

  • Commodities
  • Infrastructure
  • Real estate
  • Multi-asset inflation hedges

Related publication
Lessons from 200+ years of energy evolution: What comes next?

Multi-Asset icon

Private Equity
Seek capital appreciation through investments in private late-stage growth companies in multiple sectors

Our investment universe includes:

  • Consumer
  • Technology
  • Health care
  • Financial services
  • Biotechnology
Learn more

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.

Why Alternatives and Why Wellington?

Investments involve risks including possible loss of principal. Please review important investment risks & definitions, and refer to this important disclosure for more information.

A history of Alternatives Solutions to client 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.

EXPLORE RELATED INSIGHTS

Credit dispersion continues: Q&A
Portfolio Manager Ryan Valente offers his insights on today's dispersion-driven credit opportunities, changes since the COVID-19 pandemic, and the value of managing alternatives credit at Wellington.
September 2020
Credit dispersion continues: Q&A
,
Asking private companies to show their ESG<br> credentials
ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.
July 2020
Asking private companies to show their ESG
credentials
,
Dislocation, dispersion, dysfunction and distress: why credit markets call for alternative strategies
Amid the historic economic and market turmoil of the COVID-19 crisis, we believe underlying credit market conditions have yielded a variety of potential investment opportunities. In this paper, the authors outline four drivers of opportunity and consider the role different alternative credit strategies may play in pursuing them.
June 2020
Dislocation, dispersion, dysfunction and distress: why credit markets call for alternative strategies
,
Multi-sector credit opportunities amid COVID-19: Q&A
Fixed Income Portfolio Manager Campe Goodman discusses the many opportunities offered by credit market dislocations during the COVID-19 crisis.
June 2020
Multi-sector credit opportunities amid COVID-19: Q&A
,
Dislocation and opportunity: thoughts on alternatives<br> after the market sell-off
How have alternatives been affected by the market upheaval and where might allocators find opportunity in the alternatives space going forward? Dennis Kim, director of Custom Alternative Solutions, shares his views.
May 2020
Dislocation and opportunity: thoughts on alternatives
after the market sell-off
,
Could we be approaching “peak cheapness” for value stocks?
In this brief video, quant researcher Owen Lamont offers historical perspective on the recent underperformance of value stocks and thoughts on a return to value leadership.
March 2020
Could we be approaching "peak cheapness" for value stocks?
,
Talking Alternatives — Finding shorts in European equities: mind the GAP!
Learn how we believe the opportunities in shorting European equities are in the minutiae of three ESG-related issues: company governance, accounting, and people (GAP).
February 2020
Talking Alternatives — Finding shorts in European equities: mind the GAP!
,
Talking Alternatives — Opportunities in late-stage growth
The Talking Alternatives series provides you with insights on some of the topics we are hearing in our conversations with investors. Here, we explore how privately held, late-stage growth firms may be emerging as a new asset class with several potential advantages.
January 2020
Talking Alternatives — Opportunities in late-stage growth
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