EQ

Equity

Our actively managed equity approaches span disciplines, geographies, industries, market capitalizations, and styles in order to meet our clients’ objectives.

Equity assets managed firmwide

USD 597 B

Equity investment professionals

290

Average years' experience

19

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 80 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:

  • Country- and region-specific
  • Developed and emerging markets
  • Global
  • Risk factor
  • Sector-based and thematic
  • Technical

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.

Featured video: Hear two of our seasoned equity investors discuss how they engage with companies and the Wellington community to gain deeper insights into potential investments.

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.

All figures as of 31 March 2021

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 analisis to detect and exploit factors that influence equity prices

EXPLORE RELATED INSIGHTS​

A theme is not an index
We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
A theme is not an index
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New derivatives regulations: Adapting to rule 18f-4
We explore the impact of new SEC derivatives rule 18f-4 and highlight how we can help our clients adapt to the new requirements.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
New derivatives regulations: Adapting to rule 18f-4
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Net Zero Asset Managers initiative
By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2021
Net Zero Asset Managers initiative
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<em>Investment bytes – Asia tech</em><br> <span>Local solutions for local markets</span>
We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive in the wake of COVID-19 and the US-China trade war.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2021
Investment bytes – Asia tech
Local solutions for local markets
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Striking the right balance: Portfolio construction through an asymmetry lens
In selecting managers, should your focus be on upside capture or downside capture? In this paper, we offer a framework for this decision based on the concept of asymmetry. We also consider indicators of a manager’s ability to consistently deliver positive asymmetry.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Striking the right balance: Portfolio construction through an asymmetry lens
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<em>Future Themes —</em><br> Tomorrow’s world today
For over 40 years, at each new business cycle, Wellington investors have been presented with a challenge: Look past current headlines to find structural trendlines that will shape markets, society, and the economy in the next five to 10 years.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Future Themes —
Tomorrow's world today
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Global Industry Analyst Spotlight Series — Fintech
Bruce Glazer sees the opportunity within fintech as potentially huge and enduring. With a current focus on payments, the digitization of financial services, and technology infrastructure, Bruce seeks not just innovators but also companies that use new technologies to boost competitiveness and sustain strong growth.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Global Industry Analyst Spotlight Series — Fintech
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The fundamental improvement in defensive equity factors
In hindsight, it is not surprising that defensive equity factors fared poorly during the 2020 drawdown and subsequent rebound — given the unique fundamentals at the time. But looking ahead, members of our Fundamental Factor Team see a potentially attractive entry point for asset allocators.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
The fundamental improvement in defensive equity factors
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publish