Alternative Investments
Our alternative investment teams help clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals.
Altrnatives assets managed firmwide
USD 27 B*
Track record managing alternative investment:
25+ years
Clients in our alternative investment approaches:
1,050+
Featured content
Among the trends and opportunities we’re focused on: strategies for liquidity-driven drawdowns, cautious optimism in the private equity market, and private companies working to solve climate change.
The alternatives edge
What sets Wellington apart?
Research
People
Platform
Scale
Research
Find the latest market insights and thought leadership from our alternative investment professionals.
People
Mark Sullivan, CFA
Head of Alternatives and Portfolio Manager
As the head of Alternatives, Mark is responsible for driving the long-term investment performance of the firm’s liquid alternative strategies. He is also the team leader for our Global Macro Team.
Michael Carmen, CFA
Co-Head of Private Investments and Portfolio Manager
Michael is the team leader for our late-stage growth investment strategies. In addition, he helps to oversee the firm’s private investment business.
Shanna O’Reilly
Co-Head of Private Investments
As co-head of Private Investments, Shanna helps to lead the expansion and oversight of the firm’s private investment business. She previously served as the chief operating officer of Wellington Alternative Investments.
Platform
See the breadth of styles, sectors, and strategies in our alternative investment platform.
Long/short equity strategies
Seek to limit volatility of equity exposure
- Long/short equity
- Long/short sector (e.g. financial services, health care, technology)
- Multi-strategy
Related publicationAs the cycle winds down, consider adding to long/short equity
Absolute Return Fixed Income Strategies
Seek to limit exposure to rate and credit cycles
- Macro
- Global relative value
- Long/short credit
Related publication Dislocation, dispersion, dysfunction, and distress: Why credit markets call for alternative strategies
Private Equity
Seek capital appreciation through investments in private late-stage growth companies in multiple sectors
- Consumer
- Technology
- Health care
- Financial services
- Biotechnology
Multi-Asset Strategies
Target specific return and risk objectives
- Alternative risk premia
- Managed risk
- Absolute return
- Portable alpha
Related publication
Understanding the role of alternative risk premia
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.
Scale
We have a long history of leveraging our scale and resources to develop alternative investment strategies based on clients’ evolving needs.
All figures as of 31 March 2020. *Please note that all alternatives assets are also included in the assets of the Equity, Fixed Income, and Multi-Asset asset-class categories.
