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25+ years
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Track record managing alternative investments
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Singapore, Intermediary
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Featured insight
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Insights Posts
Mid-year Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
Article
2024-06-30
URL References
Related Insights
Alternative investment research
Find the latest market insights and thought leadership from our alternative investment professionals.
Showing
of
Insights Posts
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.
Whitepaper
2024-06-30
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.
Article
2024-09-30
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.
Article
2024-08-31
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.
2024-08-31
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.
Article
2024-08-31
Climate investing: The case for a market-neutral approach
Continue reading
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.
Whitepaper
2024-07-31
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.
Podcast
2024-07-31
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.
Article
2024-07-31
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.
Article
2024-07-31
Mid-year Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
Article
2024-06-30
Mind the liquidity (and cost) gap: Revisiting a plan’s hedge-ratio approach
Members of our LDI Team take a fresh look at the process of setting and managing liability hedge ratio targets, including liquidity considerations that are top of mind today and the implementation toolkit.
Article
2025-06-30
Is your asset allocation ready for the realities of climate change?
Our Investment Strategy Team shares key findings from the research behind their climate-aware strategic asset allocation (SAA) approach, including challenges and trade-offs that asset owners should understand.
Quick Take
2025-06-30
URL References
Related Insights
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USD 29.7B
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Alternatives assets managed firmwide
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1140
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Clients in our alternative investment approaches
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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
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.
People
Our portfolio managers are highly specialized and performance-driven. And they stay with us, putting their savvy and skill to work for clients.
Platform
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.
Scale
As one of the world’s largest independent investment managers, our scale and resources help makes us an innovative, collaborative partner to our clients.
People
Meet some of the dedicated members of our experienced alternatives team.
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Mark Sullivan
, CFA, CMT
- Head, Hedge Fund Group
- Mark is responsible for driving the long-term investment performance of the firm’s hedge fund strategies. He is also the team leader for our Global Macro Team.
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Michael Carmen
- Co-Head, Private Investments
- As co-head of Private Investments, Michael manages our diversified late-stage growth equity business that invests across technology, consumer, health care, and financial services sectors. In addition, he leads the firm’s effort to deepen and broaden private investment capabilities to support growth and ensure strong overall investment results. He has spent a large part of his career investing in diversified portfolios in the small- and mid-cap equity markets, and he authors papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios. He works in our Boston office.
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Shanna O'Reilly
- Co-Head, Private Investments
- As co-head of Private Investments, Shanna helps to lead the expansion and oversight of the firm’s private investment business. She previously served as the chief operating officer of Wellington Alternative Investments.
Platform
See the breadth of styles, sectors, and strategies in our alternative investment platform.
Long/short equity strategies
Seek to limit volatility of equity exposure
- Long/short equity
- Long/short sector (e.g. financial services, health care, technology)
- Multi-strategy
Absolute Return Fixed Income Strategies
Seek to limit exposure to rate and credit cycles
- Macro
- Global relative value
- Long/short credit
Private Equity
Seek capital appreciation through investments in private companies in multiple sectors
Our investment universe includes:
- Consumer
- Technology
- Health care
- Financial services
- Biotechnology
Multi-Asset Strategies
Target specific return and risk objectives
- Alternative risk premia
- Managed risk
- Absolute return
- Portable alpha
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.
Scale
We have a long history of leveraging our scale and resources to develop alternative investment strategies based on clients’ evolving needs.
Questions? Contact us
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