United Kingdom, Professional

Changechevron_right
menu
search
Skip to main content
search
Tom Simon Profile
Tom Simon, CFA, FRM
Portfolio Manager
Boston

Tom is a portfolio manager in Wellington Solutions, a comprehensive investment solutions platform with a mission to deliver outcome-oriented strategies to help solve clients’ challenges. He also leads the Equity Solutions Team, which focuses on original research in fundamental investing, strategy evaluation, portfolio construction, and risk management. As a portfolio manager, he plays a key role in developing innovative strategies to address client challenges, including through independent research, portfolio management, or advisory support. Tom and his team manage multi-manager and enhanced fundamental equity strategies, including US, global, non-US, and regional approaches in core, defensive, and income styles.

Prior to joining Wellington Management in 2009, Tom worked at FactSet Research Systems Inc. as a quantitative analytics specialist, strategic consultant, and consultant. He received his BBA in finance and economics from the University of Wisconsin-Madison.

Insights By Tom Simon

Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees. Source: Wellington Management

© 2025 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return. Past performance is no guarantee of future results. 

The content within this page is issued by Wellington Management Singapore Pte Ltd (UEN: 201415544E) (WMS). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Information contained on this website is provided for information purposes and does not constitute financial advice or recommendation in any security including but not limited to, share in the funds and is prepared without regard to the specific objectives, financial situation or needs of any particular person.   

Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk.  The price and value of investments is not guaranteed. The value of the shares of the funds and the income accruing to them, if any,  and may fall or rise. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. Investors should read the prospectus and the Product Highlights Sheet of the respective fund and seek financial advice before deciding whether to purchase shares in any fund. Past performance or any economic trends or forecast, are not necessarily indicative of future performance. Some of the funds described on this website may use or invest in financial derivative instruments for portfolio management and hedging purposes. Investments in the funds are subject to investment risks, including the possible loss of the principal amount invested. None of the funds listed on this website guarantees distributions and distributions may fluctuate and may be paid out of capital. Past distributions are not necessarily indicative of future trends, which may be lower. Please note that payment of distributions out of capital effectively amounts to a return or withdrawal of the principal amount invested or of net capital gains attributable to that principal amount. Actual distribution of income, net capital gains and/or capital will be at the manager’s absolute discretion. Payments on dividends may result in a reduction of NAV per share of the funds. The preceding paragraph is only applicable if the fund intends to pay dividends/ distributions.  Performance with preliminary charge (sales charge) is calculated on a NAV to NAV basis, net of 5% preliminary charge (initial sales charge). Unless stated otherwise data is as at previous month end. 

Subscriptions may only be made on the basis of the latest prospectus and Product Highlights Sheet, and they can be obtained from WMS or fund distributors upon request.  

This material may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management.