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Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
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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
USD 30 B+
Alternatives assets managed firmwide
30+ years
Track record managing alternative investments
1,000+
Clients in our alternative investment approaches
All figures as of 31 March 2023. *Please note that all alternatives assets are also included in the assets of the Equity, Fixed Income, and Multi-Asset asset-class categories.
THE ALTERNATIVES EDGE
We help clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals. How?
Research is a respected career path — not a stepping-stone — giving clients access to the deep knowledge and differentiated insights of a highly experienced team.
Our portfolio managers are highly specialized and performance-driven. And they stay with us, putting their savvy and skill to work for clients.
We offer a range of alternative investments, from long/short equity and credit to global multi-strategy and private equity, as well as custom solutions.
As one of the world’s largest independent investment managers, our scale and resources help makes us an innovative, collaborative partner to our clients.
Meet some of the dedicated members of our experienced alternatives team.
Mark Sullivan
, CFA, CMT
Michael Carmen
Michael co-leads our private investment business and manages our diversified late-stage growth equity business that invests across technology, consumer, health care, and financial services.
Shanna O'Reilly
Shanna helps lead the expansion and oversight of the firm’s private investment business. She previously served as COO of Wellington Alternative Investments.
See the breadth of styles, sectors, and strategies in our alternative investment platform.
Seek to limit volatility of equity exposure
Seek to limit exposure to rate and credit cycles
Seek capital appreciation through investments in private companies in multiple sectors
Our investment universe includes:
This is not an all-inclusive list of strategies that may be offered. Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions.
We have a long history of leveraging our scale and resources to develop alternative investment strategies based on clients’ evolving needs.
For more information on our Alternative's capabilities, fill out the form below to continue the conversation with a member of Wellington's client group.
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