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 pricesTechnical equity strategies
We analyze stock price trends and shifting supply-and-demand dynamics in the financial markets.EXPLORE RELATED INSIGHTS
credentials
to China
about the push for passive
