-
-
USD 628B+
-
equity assets managed globally (USD)
-
United States, Intermediary
Change
-
-
90+
-
years actively managing equity investments
-
-
-
300+
-
equity investment professionals
-
-
-
18
-
average years of investing experience
-
All figures are for the Wellington Management Group of companies as of 30 September 2026.
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.
Explore related insights
Showing
of
Insights Posts
Article
3 min
Chart in focus: Balancing risk and reward with hybrid capital
Portfolio Manager Noah Atlas explains why hybrid capital may offer an attractive alternative to both stocks and corporate bonds in a time when both bond yields and equity valuations are high.
3 min
Article
2027-11-09
Article
6 min
When market cycles create opportunity: a value investor’s perspective
Equity Portfolio Manager Stefan Brugger, Equity Analyst Felix Schroeder and Investment Specialist Fred Owens-Powell discuss why the changing market regime may favour active value investors.
6 min
Article
2027-10-21
Article
5 min
Can infrastructure investors pair growth and stability?
Global Industry Analyst Tom Levering and Investment Director Joy Perry discuss why investors in infrastructure do not need to choose between growth and stability and how to seek exposure to both.
5 min
Article
2027-10-01
Article
18 min
Monthly Market Review — August 2026
A monthly update on equity, fixed income, currency, and commodity markets.
18 min
Article
2027-09-16
Article
5 min
Asia's rising role in the global AI build-out
The narrative around artificial intelligence (AI) has, until now, been largely driven by a handful of US names that are now commonplace in most households — the hyperscalers and the model developers racing to the next breakthrough. But as Portfolio Manager Yash Patodia explains, for those investors willing to look further along the value chain, a quieter, arguably more durable story may be unfolding.
By
5 min
Article
2029-09-30
Article
9 min
Band-aids, bazookas, and boomerangs: Equity investing in a volatile US rate regime
With fiscal pressures and Treasury-market fragilities keeping bond yields volatile, Macro Strategist Juhi Dhawan outlines implications for equity investors.
9 min
Article
2027-08-31
Article
9 min
Preparing for a shift in US exceptionalism
Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek explore the evolving nature of US exceptionalism in their 2026 midyear equity outlook.
9 min
Article
2027-07-31
Article
4 min
The long-term rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why viewing European equities through a contrarian lens could help investors to uncover long-term opportunities in a rapidly evolving Europe.
4 min
Article
2026-10-31
Article
4 min
The power of local perspective: the rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.
4 min
Article
2026-03-31
Article
5 min
SpaceX IPO: Lessons, lockups, and longer-term implications
The initial excitement around SpaceX’s IPO may have subsided, but important questions remain.
5 min
Article
2027-08-31
URL References
Related Insights
Get in touch
We’re here to help. Call us at (888) 287-3403 to speak with one of our team members. Or, send us a message via the form in this section and we’ll get back to you shortly.
Your request has been submitted.
Quarterly Market Review — 3Q26
A quarterly update on equity, fixed income, currency, and commodity markets.
By