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 501 B

Equity investment professionals

339

Average years' experience

16

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 30 September 2020

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

Technical equity strategies

We analyze stock price trends and shifting supply-and-demand dynamics in the financial markets.

EXPLORE RELATED INSIGHTS​

2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
November 2020
2021 Investment Outlook
,
The future of alternative investments
Director of Alternatives Danny Sharp explores the future of alts — discussing dispersion in today's markets, the opportunities it presents, and the impact of the COVID-19 pandemic on the alternative investments landscape.
November 2020
The future of alternative investments
,
EMs: With great challenges come great opportunities
From health and wellness to climate change and more, the COVID-19 crisis has spawned or accelerated compelling investable themes across a range of EM countries. Against that backdrop, four of Wellington’s EM equity portfolio managers share their latest insights.
October 2020
EMs: With great challenges come great opportunities
,
Tracking the green transition in emerging markets
COVID-19 has ratcheted up environmental debates across emerging markets and highlighted the intersection of those concerns with local supply chains and infrastructure gaps. Equity Portfolio Manager Liliana Castillo Dearth looks at China as a case study.
October 2020
Tracking the green transition in emerging markets
,
The dawn of divergence and the art of subtlety
Multi-Asset Strategist Nick Samouilhan highlights the key divergences we should start to see as fundamental differences between companies, sectors, and countries begin to matter more.
October 2020
The dawn of divergence and the art of subtlety
,
On the ground in emerging markets
Portfolio Manager Greg Mattiko profiles the COVID-19 pandemic’s varied outcomes on different emerging markets, explores the potential opportunities from falling correlations, and highlights the benefits of a global approach to emerging market investing.
September 2020
On the ground in emerging markets
,
On the ground in Asia with Niraj Bhagwat
Portfolio Manager Niraj Bhagwat offers his local perspective on Asia, sharing the opportunities and risks he sees in today's volatile and challenging markets.
September 2020
On the ground in Asia with Niraj Bhagwat
,
Redefining “value” for a modern economy
Value stocks are cheap and growth stocks are expensive. End of story, right? Our Fundamental Factor Team argues that the traditional tools for measuring value are out of date and offers a more nuanced view.
September 2020
Redefining "value" for a modern economy
,