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USD 550 B+
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Equity assets managed firmwide
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United States, Intermediary
Change
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275+
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Equity investment professionals
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19
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Average years' experience
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All figures are for the Wellington Management Group of companies as at 30 June 2023
Equity overview
In our view, thoughtful and informed active management can help our clients achieve their long-term objectives. This is the way we’ve approached equity management for over 90 years. Our equity portfolio managers are given the freedom to develop their own individual approach to investing, which is then documented and monitored by our independent product management team. The goal is to ensure that our approaches are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks. Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies on a daily basis.
Our approaches include:
Independent thinking, shared research
In an effort to deliver consistent results, we work together to understand potential investments. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities.
Deep equity resources
Diverse teams pursue independent research and investment approaches, yet every portfolio manager has open access to colleagues worldwide who specialise in various areas of the capital markets. Our investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, social and corporate governance (ESG) lenses.
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.
Featured insight
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2023 Mid-year Equity Market Outlook
In our 2023 Equity Outlook, we offer a range of fundamental, factor, and sector insights as we look to 2023.
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2024-06-30
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Trends and transformation: Ideas for the year ahead
Explore our latest views on risks and opportunities across the global capital markets as we look ahead to the second half of 2023.
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Monthly Market Snapshot – October 2023
A monthly update on equity, fixed income, currency, and commodity markets.
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Investing at the biopharma frontier
Rebecca Sykes details groundbreaking innovations happening today in the biopharmaceutical industry. She explains key advancements and the investment landscape for therapies targeting diabetes, cancer, and Alzheimer's disease, three of the deadliest and most expensive diseases facing the world today.
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Monthly Market Snapshot – September 2023
A monthly update on equity, fixed income, currency, and commodity markets.
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Novel therapies changing the course of health care
Several new drug classes represent a growing investment opportunity set that could reshape the health care sector.
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Thematic investing focus: a new era for medical innovation
Advances in science, tools and technologies are transforming the face of healthcare, revolutionising the diagnosis and treatment of complex diseases. How can thematic investors identify promising opportunities?
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Financial Market Review: Third quarter 2023
A monthly update on equity, fixed income, currency, and commodity markets.
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Could being boring pay dividends for equity income investing?
Can being boring be a good thing? Our expert explains why he believes for equity income investors, it can be.
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2024-09-29
Power hungry: Why the energy transition may depend on storage and flexibility
See why our utilities experts see demand for large-scale batteries and flexible-power generation growing more than consensus.
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Wellington Access Ventures
Possible write up: Wellington Access Ventures (WAV) aims to provide early-stage funding to accelerate the businesses of diverse entrepreneurs. We see our approach as an opportunity to build a foundation for long-term success and plan to work directly within the venture community to develop a transformational, multi-decade ecosystem that lasts.
Look below the surface: A contrarian view on China equities
Equity expert, Ben Chen, dives into China's murky investment landscape.
By
Ben Chen