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USD 1 T+
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Client assets managed
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United States, Intermediary
Change
Collaboration By Design
We decided long ago that an open, collaborative culture was the right choice for our firm and our clients. By actively sharing research and challenging one another’s views and potential blind spots, our investors create a diverse marketplace of ideas. They decide independently how to draw on it and help sharpen their own portfolio decisions and manage risk.
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Do fundamentals support a risk-on tilt?
Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
Article
2025-03-31
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Quick takes
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Meet the manager
I-hung Shih
Private biotech investor I-hung Shih highlights how her background studying music and conducting scientific research informs her views on biotech investing.
People and purpose
Global Diversity, Equity, and Inclusion
The Global Diversity, Equity, and Inclusion (GDEI) Report stems from our shared values of integrity, collaboration, and differentiation. By sharing diversity data and information, we can provide insight on where we are and where we want to be when communicating with clients, recruitment candidates, and colleagues.
Learn more about our commitment to real and lasting progress.
Why Wellington
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By the numbers
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The Wellington edge
By the numbers
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900+
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Investment professionals
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17 years
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Avg. industry experience
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60+
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Client locations by country/region
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The Wellington edge
In the pursuit of investment excellence, we’ve chosen to do things a little differently, including the way we structure our ownership model, organization, and investment platform.
Independence & scale
As one of the world’s largest privately held asset managers, we take the long view, innovate and invest when others pull back, and are accountable only to our clients. Our ownership model contributes to the depth and continuity of our talent.
Marketplace of ideas
Our collaborative culture is not just talk. We’ve spent decades designing an open organization in which our investors can leverage every pocket of intellectual capital to sharpen their own insights and portfolio decisions.
Integrated investment capabilities
We believe that our clients’ challenges require an integrated approach to research, portfolio management, and solutions design across asset classes. We pair deep multi-disciplinary research resources — career analysts, embedded data scientists, client strategists — with independent portfolio teams operating in an entrepreneurial “boutique” environment.
All figures are for the Wellington Management Group of companies as at 31 December 2023.
Key capabilities
Our fixed income strategies seek to combine both top-down and bottom-up inputs to identify and exploit fixed income market inefficiencies around the world. Macroeconomic analysts and market strategists identify top-down structural and cyclical risks and opportunities, while our bottom-up, fundamental research approach draws on insights from both fixed income and equity analysts.
We leverage in-depth research, specialized teams, and our firm’s scale and resources to develop alternative investment solutions to clients’ evolving needs — including a broad range of hedge funds and private investment strategies.
Our private investing teams offer differentiated solutions across sectors by drawing on their backgrounds as entrepreneurs, investors, scientists, and more, and garnering insights from our public market experts to harness value across all company growth stages.
Wellington news
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Citywire Amplify | Alts Insider: Wellington’s plan to push beyond one-way markets
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Mark Sullivan and Shanna O’Reilly discuss with Citywire our history investing in alternatives across four decades. Learn more about alternatives investing at Wellington, where we see opportunities in the years ahead, and what sets us apart.
Source: Citywire. Permission required for reproduction.
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Institutional Investor | Every Asset Manager Wants More Alts. Here’s How Wellington Is Achieving It.
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In a recent interview with Institutional Investor, Wellington’s Mark Sullivan shares his take on how alternatives could be an important investment strategy for investors dealing with inflation and geopolitical uncertainty.
Source: Institutional Investor. Permission required for reproduction.
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50 Leading Women in Hedge Funds
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We are pleased to announce that Portfolio Manager Irene Tse and Director of Alternatives, Americas, May Yu were recently recognized as two of The Hedge Fund Journal's "50 Leading Women in Hedge Funds."
Wellington paid a sponsorship fee to be considered for this list. Editors of The Hedge Fund Journal selected 50 women to feature in their publication based on the biographies of the individuals. 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.
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For more on Irene, view the full article here.
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For more on May, view the full article here.