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Philip Brooks Profile
Philip Brooks, CFA
Equity Investment Director & Strategist
Singapore

Philip works with equity portfolio managers and regional teams to help ensure the integrity of their investment approaches. He meets regularly with equity investors to assess positioning, performance, and risk exposure; contributes to the development of new products and client solutions; and manages business issues such as capacity, fees, and guidelines. He also represents these strategies and the firm’s overall value proposition to clients, prospects, and consultants. In his role as equity strategist, he distills macroeconomic research and analysis into investable themes and strategies.

Prior to joining Wellington in 2005, Philip oversaw global and Asian product management at Schroder Investment Management. Before that, he was head of investment consulting for the Asia ex-Japan region and head of investment manager research at Towers Perrin.

Phillip holds bachelor’s and honours degrees in economics from the University of Queensland (Australia). He also holds the Chartered Financial Analyst (CFA) designation.

Insights By Philip Brooks

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

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