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Fundamental equity strategies

Our diverse equity portfolio management teams pursue independent research and investment approaches.

Solutions for a variety of client needs

Nearly 300 equity investment professionals around the world pursue independent research and investment approaches, while tapping colleagues worldwide in a highly communicative environment. We believe this combination of autonomy and collaboration is a powerful advantage when investing in the vast global equity markets.

Global industry research: deep sector specialization

In-depth, proprietary research drives our active approach to sector investing. Over 50 seasoned global industry analysts are the heart of this multidimensional effort, which includes single- and multi-sector strategies. Many of our global industry analysts build entire careers following one industry, deepening their knowledge of companies over time and using a global perspective to more fully understand secular trends and cyclical shifts.

Featured video: Learn more about how our global industry analysts conduct research and invest on behalf of our clients.

Representative strategies: fundamental equities

Global


 
  • Downside leaders
  • Global Quality Growth
  • Global Contrarian Equity
  • International Horizons
  • Global Perspectives

Sectors


 
  • Asia Technology
  • Global Innovation
  • Energy
  • Global Property
  • Global Environmental Opportunities
  • Global Technology

Specialty


 
  • Enduring Assets
  • Capital Stewards
  • Emerging Markets Research Equity
  • Global Impact
  • Japan Value Realization
  • Select Leaders
  • Select China Equity

US


 
  • Disciplined US Equity
  • Opportunistic Value
  • US Research Equity
  • Dynamic Growth
  • Small Cap Opportunities
  • Mid Cap Opportunities
  • Smid Cap Value

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.

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Wellington clients can invest in many of our investment approaches through separate accounts and an array of funds. For more information about investing in a separate account or US fund, please contact us.

All figures as of 31 December 2021

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