EQ

Equity

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

Equity assets managed firmwide

USD 395 B

Equity investment professionals

348

Average years' experience

17

EQUITY OVERVIEW

In our view, thoughtful and informed active management can help our clients achieve their long-term objectives. This is the way we’ve approached equity management for over 80 years. Our equity portfolio managers are given the freedom to develop their own individual approach to investing, which is then documented and monitored by our independent product management team. The goal is to ensure that our approaches are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks. Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies on a daily basis. 

Our approaches include:
  • Country- and region-specific
  • Developed and emerging markets
  • Global
  • Risk factor
  • Sector-based and thematic
  • Technical

INDEPENDENT THINKING, SHARED RESEARCH

In an effort to deliver consistent results, we work together to understand potential investments. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities.

Featured video: Hear two of our seasoned equity investors discuss how they engage with companies and the Wellington community to gain deeper insights into potential investments.

DEEP EQUITY RESOURCES

Diverse teams pursue independent research and investment approaches, yet every portfolio manager has open access to colleagues worldwide who specialise in various areas of the capital markets. Our investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, social and corporate governance (ESG) lenses.

All figures as of 31 March 2020

Fundamental equity strategies

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

Quantitative equity strategies

We use systematic analisis to detect and exploit factors that influence equity prices

Technical equity strategies

We analyze stock price trends and shifting supply-and-demand dynamics in the financial markets.

EXPLORE RELATED INSIGHTS​

Redefining “value” for a modern economy
Value stocks are cheap and growth stocks are expensive. End of story, right? Our Fundamental Factor Team argues that the traditional tools for measuring value are out of date and offers a more nuanced view.
September 2020
Redefining "value" for a modern economy
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Climate change and emerging markets: assessing opportunities and challenges
Emerging markets are on the front lines of climate change. Aware of the challenges, many EM companies are developing solutions, shifting business models and realigning corporate policies to help them prepare. Two of our EM portfolio managers share insights on the investing landscape and offer a framework for incorporating climate-related themes into a portfolio.
September 2020
Climate change and emerging markets: assessing opportunities and challenges
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Investment bytes – Asia tech <span>Part six: the world’s hub of innovation</span>
We profile Asia technology in the 2020s, outlining the long-term case for the sector after its strong rebound in recent months.
July 2020
Investment bytes – Asia tech Part six: the world’s hub of innovation
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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
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A is for allocation: the rationale for increasing exposure<br> to China
Allocations to China equity are widely recommended, but how much is appropriate and why? We consider several reasons why this may make sense for offshore investors.
June 2020
A is for allocation: the rationale for increasing exposure
to China
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An index isn’t a fiduciary — and six other concerns<br> about the push for passive
We offer a framework for investors grappling with the role of active and passive strategies, taking into account key decision points such as the “zero-sum” argument for passive, the role of market inefficiency and the possibility of finding an above-average manager.
May 2020
An index isn’t a fiduciary — and six other concerns
about the push for passive
,
Fintech innovation: a pure play on enduring disruption
Learn why we believe now is the right time for a long-term, pure-play investment in the innovations fuelling fintech disruption.
May 2020
Fintech innovation: a pure play on enduring disruption
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Global Industry Analyst Spotlight Series — Fintech
Bruce Glazer sees the opportunity within fintech as potentially huge and enduring. With a current focus on payments, investments and lending, and financial infrastructure, Bruce seeks not just innovators but also companies that use new technologies to boost competitiveness and sustain strong growth.
May 2020
Global Industry Analyst Spotlight Series — Fintech
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