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United States, Institutional
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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.
Why invest with us?
Local knowladge, global reach
We believe that thorough understanding of a region makes us better investors. Members of our global equity research and investment team live, work, and travel around the world, seeking broader insight and deeper knowledge.
Diversity of thought
Having a variety of perspectives helps generate new ideas, encourage sound investment decisions, and may mitigate risk. We believe our clients may benefit from our ability to consider a range of worldviews spanning age, gender, and culture.
Collaboration is a shared value
We believe that exchanging and debating ideas puts risks and opportunities into clearer focus and generates a wider range of ideas. We work interdependently, leveraging each other’s insights and always remembering that better client results are the collective goal.
Communication and research
Portfolio managers and analysts regularly participate in our daily global Morning Meeting, travel to speak with companies around the world, and welcome company management teams to onsite meetings at Wellington.
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
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.
Vehicles
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
Fundamental equity strategies
Our actively managed equity approaches span disciplines, geographies, industries, market capitalizations, and styles in order to meet our clients’ objectives.
Quantitative equity strategies
We use systematic analysis to detect and exploit factors that influence equity prices.
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11
Insights Posts
Mid-2022 Asset Class Outlook
We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.
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Article
2023-07-31
Mid-2022 Global Economic Outlook
We believe heightened geopolitical uncertainty, and the new macro environment of deglobalization, higher inflation, greater global cyclicality and volatility will disrupt and drive markets.
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Article
2023-07-31
Mid-2022 Asset Allocation & Investment Strategy Outlook
We explore the market implications of central bank policies, rising prices, and slowing growth and offer incremental steps to improving a portfolio’s return potential.
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Article
2023-07-31
Credit and equity risk back on speaking terms, but will it last?
Following their uncharacteristic rift and recent reconciliation, Director of Wellington’s Global Derivatives Group Gordy Lawrence considers whether equity volatility and credits spreads are likely to remain in harmony.
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Quick Take
2022-10-31
Global Impact Annual Report
Discover how we evolved our impact platform in 2021 and tracked the impact progress of select portfolio companies and issuers.
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Report
2023-11-09
Evolving impact investing for better potential outcomes
Our impact portfolio managers provide a snapshot of recent highlights and developments in impact investing.
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Quick Take
2022-09-30
Closing the return gap: A new set of “stepping stone” ideas
Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.
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White paper
2023-06-30
Sticky inflation, weaker growth: A volatile mix
As central bank policy, rising prices, and slowing growth roil the markets, Nanette Abuhoff Jacobson and Supriya Menon explore the implications for equities, bonds, and commodities.
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Article
2022-10-31
Impact investing in practice: supporting the shift to alternative energy
In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.
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Article
2022-12-31
The hidden growth story in Japan tech
Learn why the hidden growth story within Japanese tech is one of our highest conviction themes, especially in the wake of the COVID-19 crisis.
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Article
2022-03-31
Local solutions for local markets
We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive amid COVID-19 and the US-China trade war.
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Quick Take
2022-03-31
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