Why wellington for alternatives?
Investing in alternatives since 1994, Wellington brings global scale and deep investment expertise across public and private markets.
We have a long history of leveraging our scale and resources to develop alternative investment strategies based on clients’ evolving needs.
USD 29.7B
Alternatives assets managed firmwide
25+ years
Track record managing alternative investments
60+
Client locations
All figures are for the Wellington Management Group of companies as of 30 June 2023.
Why invest in alternatives?
Alternatives offer a different way to achieve investment goals, using sophisticated investment techniques.
This could produce fewer correlated returns than traditional investing, which may help diversify an investor’s portfolio.
With these potential benefits, alternatives could also help to drive returns across market cycles.
Capital at risk. Alternative investments can be speculative and use leverage, which may magnify potential losses. They can also be subject to illiquidity, volatility and counterparty risks.
Our capabilities
At Wellington, alternative investment strategies range from hedge funds using long/short equity, to private equity providing exposure to companies not available in the public markets.
HEDGE FUNDS
As one of the world’s largest hedge fund managers, Wellington offers a broad range of hedge fund strategies across asset classes.
HEDGE FUNDS
As one of the world’s largest hedge fund managers, Wellington offers a broad range of hedge fund strategies across asset classes.
PRIVATE EQUITY
Private equity can provide the opportunity to access high-potential unlisted businesses, by investing at different stages of their growth journey.
Explore our alternative ucits funds
A global equity long/short fund with a focus on climate risks and opportunities.
An absolute return-oriented fund, allocating across multiple fixed income alpha sources.
Alternative Insights
Long/short investing in European equities' growing dispersion
We explore how growing dispersion in European equity markets is driving opportunities for long/short investors, fueled by structurally higher inflation, changing market leadership, and a renewed focus on valuation.
More from the core: How fundamental extension (140/40) strategies could help
Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk.
Financials amid rising dispersion
We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.
US regional banking sector update
We explore how banking regulation and legislation could impact US regional banks, including highlighting the potential for M&A activity and for dispersion to drive long/short opportunities.
Economic and market forecast in six charts
This visual summary of Wellington Management’s 2023 Outlook captures insights on economic and market forces shaping investment results from specialists from across our investment platform.
Governance best practices in public markets
For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.
In our view, climate change is a macro catalyst with the potential to disrupt entire industries, producing both relative winners and relative losers. Market-neutral strategies may offer the potential to capitalize on both.
Understanding private equity performance
We dive deep on best practices for measuring and benchmarking private equity performance. In addition, we outline the J-curve and the impact of fund lifecycle on returns.
WellSaid: Partnering with portfolio companies
Co-head of private investing Michael Carmen explores how we partner with portfolio companies to help them along the "last mile from the private market to the public market" including on key ESG issues for private companies to consider.
Biotech for the next decade: Private market innovations
We explore our latest research in private biotech innovation across immunomodulatory therapies, precision oncology, antibody drug conjugates, radiopharmaceuticals, genetic medicines, and a range of other novel treatment modalities.
Mid-year Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
URL References
Related Insights
Frequently asked questions
Alternative investing includes varying investment strategies and styles used to achieve investment goals. Using sophisticated methods, alternatives can access all asset classes, including through hedge funds and private investments.
Traditional investing is primarily long-only investments in asset classes such as public equities and bonds. Alternative investments use a wider range of investment strategies, including long-short investing, hedge funds and private investments.
Alternative investments offer the potential for higher returns, greater diversification and wider access to investment opportunities than traditional investments. Notably, alternative investments can use leverage, which can serve to magnify potential losses. Additionally, they can be subject to increased illiquidity, volatility and counterparty risks, among other risks.
