-
-
USD 615 B+
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equity assets managed globally (USD)
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United States, Intermediary
Change
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90+
-
years actively managing equity investments
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-
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300+
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equity investment professionals
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-
-
18
-
average years of investing experience
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All figures are for the Wellington Management Group of companies as of 31 December 2025.
Wellington’s edge in equity
In our view, thoughtful and informed active management can help your clients achieve their long-term goals. This is the way we’ve approached equity management for over 90 years.
Informed active management
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. Approaches include: country- and region-specific, developed and emerging markets, global, risk factor, sector-based and thematic, and technical.
Independent thinking, shared research
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. 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
Our diverse teams pursue independent research and investment approaches, yet every portfolio manager has open access to colleagues worldwide who specialize in various areas of the capital markets. Investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, and social and corporate governance (ESG) lenses.
Fundamental equity
Our actively managed equity approaches span disciplines, geographies, industries, market capitalizations, and styles in order to meet our clients' objectives.
Quantitative equity
Using systematic analysis, we detect and exploit factors that influence equity prices. Our investment approaches span the global equity, fixed income, and alternatives markets.
Meet our equity experts
Drumming and the stock market are very similar to me because they both have a basic rhythm. Every day, there’s a rhythm to the market. There’s data that’s being fed into the market — and it has a pulse.
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