Fundamental equity strategies

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

SOLUTIONS FOR A VARIETY OF CLIENT NEEDS

Over 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.

Charles Argyle

Our global equity team is structured to foster autonomy and independence while ensuring a highly collaborative investment environment.

Charles Argyle, CFA, Director, Global Equity Portfolio Management

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 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 analysis 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

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
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Climate change and emerging markets: Assessing opportunities and challenges
Emerging markets are on the front lines of climate change. Aware of the challenges, many EM companies are developing solutions, shifting business models, and realigning corporate policies to help them prepare. Two of our EM portfolio managers share insights on the investing landscape and offer a framework for incorporating climate-related themes into a portfolio.
September 2020
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Studying outsiders: Blending the advantages of public and private equity
Learn why we believe a longer-term public market approach focused on strong capital allocation could combine the benefits of public and private equity.
August 2020
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Investment bytes – Asia tech <span>Part six: the world’s hub of innovation</span>
We profile Asia technology in the 2020s, outlining the long-term case for the sector after its strong rebound in recent months.
July 2020
Investment bytes – Asia tech Part six: the world’s hub of innovation
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Where can insurers find compelling returns?
In our mid-year insurance webcast recap, we shed light on the early signs of recovery that we are observing and where they intersect favorably for insurers from an investment standpoint.
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Asking private companies to show their ESG<br> credentials
ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.
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Asking private companies to show their ESG
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A is for allocation: The rationale for increasing<br> exposure to China
Allocations to China equity are widely recommended, but how much is appropriate and why? We consider several reasons why this may make sense for offshore investors.
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A is for allocation: The rationale for increasing
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Reinventing the core: The role of fundamental extension (140/40) strategies
Are we again headed toward single-digit equity returns as the new norm? Extension strategies may help improve the outlook by generating viable alpha and enabling investors to achieve "more from core."
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Reinventing the core: The role of fundamental extension (140/40) strategies
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