Fundamental equity strategies

Our diverse equity portfolio management teams pursue independent research and investment approaches.

SOLUTIONS FOR A VARIETY OF CLIENT NEEDS

Nearly 300 equity investment professionals around the world pursue independent research and investment approaches, while tapping colleagues worldwide in a highly communicative environment. We believe this combination of autonomy and collaboration is a powerful advantage when investing in the vast global equity markets.

Why invest with us

LOCAL KNOWLEDGE, GLOBAL REACH

We believe that thorough understanding of a region makes us better investors. Members of our global equity research and investment team live, work, and travel around the world, seeking broader insight and deeper knowledge.

DIVERSITY OF THOUGHT

Having a variety of perspectives helps generate new ideas, encourage sound investment decisions, and may mitigate risk. We believe our clients may benefit from our ability to consider a range of worldviews spanning age, gender, and culture.

COLLABORATION IS A SHARED VALUE

We believe that exchanging and debating ideas puts risks and opportunities into clearer focus and generates a wider range of ideas. We work interdependently, leveraging each other’s insights and always remembering that better client results are the collective goal.

COMMUNICATION AND RESEARCH

Portfolio managers and analysts regularly participate in our daily global Morning Meeting, travel to speak with companies around the world, and welcome company management teams to onsite meetings at Wellington.

GLOBAL INDUSTRY RESEARCH: DEEP SECTOR SPECIALIZATION

In-depth, proprietary research drives our active approach to sector investing. Over 50 seasoned global industry analysts are the heart of this multidimensional effort, which includes single- and multi-sector strategies. Many of our global industry analysts build entire careers following one industry, deepening their knowledge of companies over time and using a global perspective to more fully understand secular trends and cyclical shifts.

Featured video: Learn more about how our global industry analysts conduct research and invest on behalf of our clients.

REPRESENTATIVE STRATEGIES: FUNDAMENTAL EQUITIES

Global
  • Downside Leaders
  • Global Quality Growth
  • Global Contrarian Equity
  • International Horizons
  • Global Perspectives
Sectors
  • Asia Technology
  • Global Innovation
  • Energy
  • Global Property
  • Global Environmental Opportunities
  • Global Technology
Specialty
  • Enduring Assets
  • Capital Stewards
  • Emerging Markets Research Equity
  • Global Impact
  • Japan Value Realization
  • Select Leaders
  • Select China Equity
US
  • Disciplined US Equity
  • Opportunistic Value
  • US Research Equity
  • Dynamic Growth
  • Small Cap Opportunities
  • Mid Cap Opportunities
  • Smid Cap Value

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.

VEHICLES

Wellington clients can invest in many of our investment approaches through separate accounts and an array of funds. For more information about investing in a separate account or US fund, please contact us. For information about our global funds, visit Wellington Management Funds.

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 analysis 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.
publish
June 2021
A theme is not an index
,
publish
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.
publish
June 2021
New derivatives regulations: Adapting to rule 18f-4
,
publish
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
,
publish
<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
,
publish
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
,
publish
<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
,
publish
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
,
publish
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
,
publish