Private investing takes Unique Perspectives
At Wellington, we consider the private market from multiple angles.
As one of the world’s largest independent asset managers, we leverage the power of our deep industry research, our experts across asset classes, and our global networks in public and private markets. These resources enable us to find and support the private companies that we believe are poised to transform their industries.
At a glance
$8.5 B
AUM (USD)1
178
Diversified investments
16+
Average core investment team years' experience²
6
Sector focus areas
Investing in bold ideas – and the people behind them
Why invest in Private equity?
While there is greater risk with private equity investing, there is potential for higher returns compared to traditional public investing.
Private companies are not listed on a public market stock exchange; this could diversify a portfolio by providing uncorrelated returns.
Private equity investment unlocks the opportunity for exposure to hard-to-access, diverse, and innovative companies.
Capital at risk. Returns depend on portfolio companies’ success. Timing and valuation of liquidity can be uncertain. Holdings, pricing, and other data may be limited and thus less transparent than public-market investments.
our private market capabilities
As one of the world’s largest independent asset managers, we leverage the power of our deep industry research, our experts across asset classes and our global networks in public and private markets. These resources enable us to find and support the private companies we believe are poised to transform their industries.
At Wellington we invest through the full life cycle of a company’s journey.
Wellington offers access to private companies that we believe are revolutionising everything from how we shop, eat and travel to how we bank and look after our health. These include investments in the following sectors:
This is not representative of the full list of sectors the Wellington Private Investing platform invests in. Not all stages of a company’s life cycle will be investable within a single fund.
Meet our private investing team
ESG
Our ESG partnership with portfolio companies
We offer to work with our portfolio companies to support them as they navigate the rapidly evolving ESG landscape. Drawing on our firm’s broad public and private equity, fixed income, and ESG expertise, we offer companies the insights, analysis, and specialized guidance that we believe can help drive ESG-related improvements that lead to better financial outcomes.
Climate research collaboration
We harness long-term climate research collaboration with both the Woodwell Climate Research Center and the MIT Joint Program on the Science and Policy of Global Change. These relationships allow us to gain science-based insights and make projections that inform our climate work.
Wellington has unique insight to both the private and public markets. That’s something you don’t see a lot.
Dr. Ken Song is the CEO of RayzeBio, which is a portfolio company that Wellington has invested in. This statement about Wellington reflects a personal opinion that may not be shared by others. There has been no compensation provided for such statements.
Wellington Management announces US$385 million final close for Climate Innovation I
Axios | Exclusive: Wellington raises $385M for first private climate fund
Greg Wasserman, Head of Private Climate, sat down with Alan Neuhauser at Axios to discuss the final close of the private investing platforms first climate innovation fund and the sector opportunities the investment team is focusing on.
Source: Axios
Wellington’s Private Investing co-heads, Michael Carmen and Shanna O’Reilly, are named to the Diversity, Equity and Inclusion Power100 Angels List
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisors. This award was announced on 25 February 2024. Wellington Management was one of 100 winners in the Angels category, and the selection methodology included a collective consensus based on a broad cross-section of industry participants. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
Wellington Access Ventures is named on the Diversity, Equity and Inclusive Capitalism Power100 List
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisor’s. This award was announced on February 25, 2024 . Wellington Management was one of 100 winners in the Asset Manager category, and the selection methodology included a collective consensus based on a broad cross section of industry participants. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
RBC Capital Markets | Pathfinders in Sustainability: Integrating ESG from Private to Public Markets
Read this interview from the Pathfinders in Sustainability series to learn more about how Wellington’s Director of ESG, Private Investments Hillary Flynn works to help private companies break down core issues across ESG.
Javier Grevely named to Business Insider’s "Rising Stars of Venture Capital" list
Congratulations to Private Investing Research Associate Javier Grevely, who was named one of Business Insider’s "Rising Stars of Venture Capital"!
Wellington did not pay a sponsorship fee to be considered for this list. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities. (December 2023.)
Javier Grevely named to BostInno’s "25 under 25 for 2023."
Congratulations to Javier Grevely for being named one of BostInno's 25 under 25 for 2023!
Learn more about this impressive group of honorees by clicking here
Wellington did not pay a sponsorship fee to be considered for this list. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities. [November 2023.]
Forbes | Wellington Access Ventures Raises $150 Million To Back Underrepresented Founders
Our Wellington Access Ventures Team sat down with Forbes to discuss the final close of the private investing platform’s first early-stage venture capital fund and how they look to partner with "the next industry-defining companies."
Source: Forbes.
Wellington Management announces US$150 million final close for Wellington Venture Investments I
iCapital® and Wellington Management forge global partnership
iCapital® and Wellington Management Forge Global Partnership to Enhance Access to Institutional-Quality Alternative Investments
Insights
WellSaid: Partnering with climate founders
Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey
Venture capital outlook: Signals point to a brighter 2024
Our private investing team sees positive signals indicating that the recent downturn in venture capital may have hit bottom. Just as privates trailed the public market correction in 2022, we believe they will follow its recovery.
No more free lunch: Impact of higher interest rates on private equity strategies
We explain what the direct and indirect rate exposure of buyouts, venture capital, growth equity, secondaries, and fund-of-funds mean for investors.
Private market perspectives
Hear from private market experts across our early-stage venture, climate growth, late-stage biomedical, late-stage growth, private credit, and ESG teams.
Private biotech: Immunology and inflammation’s third wave
Our experts discuss how I&I is building on industry progress to offer new treatment solutions and interesting opportunities for private biotech investors.
Five key ESG topics for private companies in 2024
See where our ESG for Private Investments team is focusing to minimize investment risk and maximize company value in 2024 and beyond.
Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
Private credit: Key market themes for the year ahead
In our annual private credit outlook, learn about three themes that have dominated headlines recently and may create opportunities for parts of the private credit market going forward.
Growth efficiency: The new venture capital regime
Frederik Groce, Deal Lead for Wellington Access Ventures, explores how the 'growth-at-any-cost' venture capital regime has shifted to a focus on growth efficiency, highlighting two key metrics for companies to keep top of mind.
Private investing portfolio company interview with AMP Robotics CEO
Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues.
Supporting the next generation of entrepreneurs
We highlight how Wellington Access Ventures, our early-stage VC platform, partners with historically underrepresented founders and offers the capital, resources, and networks that these companies have historically lacked.
URL References
Related Insights
Frequently asked questions
Private equity is typically where investments are made in a privately owned company that is not publicly listed on a stock exchange.
Public equity invests in companies that are listed on a public stock exchange while private equity invests in privately owned companies. Private equity can offer the potential for higher returns, greater diversification, and wider access to investment opportunities than public equity. Notably, private equity has different liquidity, transparency and regulatory risks, among others, than public equity.
There are many styles of private equity investing. These can often be categorised by the growth stage of the company to be invested in, for example, from early-stage venture capital such as start-up companies, to late-stage growth companies before they become publicly listed.
More on Alternative investing
Investing in alternatives since 1994, Wellington brings global scale and deep investment expertise across public and private markets…
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1 As of 29 February 2024. This reflects the committed capital to, and investments made by the private investing platform.
2 Reflects general investment industry experience.
