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Sample investment approaches

We offer a broad range of investment approaches, approximately half of which are global or regional in focus. This array of capabilities allows us to help meet the varied needs of our client base.

Open debate of assumptions and potential outcomes helps ensure that security selection is driven by well-grounded, holistic thinking.

 

Equity

International/Global
  • Asia Contrarian Equity
  • Asia Pacific ex Japan
  • China Opportunities
  • Emerging Markets Equity
  • Emerging Markets Local
  • Emerging Markets Opportunities
  • Emerging Markets Research Equity
  • Emerging Markets Systematic Equity
  • Europe Contrarian Value
  • Europe Research Equity
  • Europe Small Cap Equity
  • Global Contrarian Equity
  • Global Dividend Growth
 
  • Global Equity Income
  • Global Growth
  • Global Horizons
  • Global Low Volatility
  • Global Opportunistic Value
  • Global Opportunities
  • Global Perspectives
  • Global Quality Equity
  • Global Select Capital Appreciation
  • Global Smaller Companies
  • Global Value
  • International Contrarian Value
  • International Disciplined Growth
 
  • International/Global Research Equity
  • International Opportunities
  • International Quantitative Equity
  • International Small Cap Equity
  • Japan Contrarian Equity
  • Japan Research Equity
  • Japan Small Cap Equity
  • Japan Special Situations
  • Latin America Equity
  • Opportunistic International Growth
  • Strategic European Equity
US Equities
  • Disciplined US Equity
  • Disciplined US Growth
  • Disciplined US Small Cap Equity
  • Diversified Growth
  • Dividend Growth
  • Dynamic Growth
  • Emerging Companies
  • Growth
  • Large Cap Research Equity
  • Mid Cap Growth
 
  • Mid Cap Opportunities
  • Mid Cap Value
  • Opportunistic Growth
  • Opportunistic Value
  • Quality Equity
  • Quality Growth
  • Quality Value
  • Research Value
  • Select Quality Equity
  • Small Cap 2000
 
  • Small Cap Growth
  • Small Cap Opportunities
  • Small Cap Quantitative Equity
  • Small Cap Value
  • SMID Cap Research Equity
  • SMID Cap Value
  • Strategic Growth
  • US Research Equity
  • Value
  • Value Equity Income
Sector
  • Asian Local Opportunities
  • Asia Technology
  • Biotechnology
  • Diversified Health Care
  • Emerging Markets Health Care
  • Energy
  • Global Agriculture
  • Global Environmental Opportunities
 
  • Global Communications
  • Global Energy
  • Global Finance
  • Global Health Care
  • Global Industrials
  • Global Natural Resources
 
  • Global Precious Metals
  • Global Property
  • Global Retail Themes
  • Global Technology
  • Global Utilities
  • Real Estate Securities
Specialty Equities
  • All Cap Opportunities
  • Enduring Assets
  • Micro Cap Equity
 
  • Select Capital Appreciation
  • Select Intrinsic Value
  • Special Equity
 
  • Technical Equity
  • US Market Neutral

Fixed Income

Global
  • Advanced Beta
  • Currency
  • Emerging and Sovereign Opportunities
  • Emerging Local Currency
 
  • Emerging Markets Debt
  • Global Aggregate
  • Global Credit
  • Global High Yield
  • Long/Short Credit
 
  • Multi Sector
  • Unconstrained
  • Systematic Relative Value
  • World Bond
Regional
  • Gilts
  • Australia Government Bond Plus
  • Canada Long Bond Plus
 
  • Euro Aggregate
  • Euro Corporate Bond
  • Japan Core Bond Plus
 
  • Liability Driven Investment
  • Sterling Core Bond/Long Bond
  • Sterling Corporate
US
  • Bank Loans
  • Core Bond
  • Crossover
  • High Yield
 
  • Investment Grade Corporates
  • Mortgage-Backed Securities
  • Municipal Bond
  • Short Bond
 
  • Structured Finance
  • TIPS
  • Ultra Short Duration

Multi-Asset and Strategic Solutions

Inflation Related
  • Diversified Inflation Hedges
 
  • Strategic Real Asset
 
  • Balanced Real Assets
Absolute Return
  • Select Rates Relative Value
    
Opportunistic/Unconstrained
  • Opportunistic Equity
 
  • Opportunistic Investment Allocation
 
  • Unconstrained Themes
Holistic/Diversified Growth
  • Active Multi-Asset
    
Lifecycle
  • Wellington Trust Target Series
    

Alternatives

Long/Short Sector
  • Energy
  • Financial Services
 
  • Global Agriculture
  • Health Care
 
  • Natural Resources
  • Technology
Long/Short Equity
  • Capital Appreciation
  • Capital Cycles
  • Hedged Alpha Opportunities
 
  • Long Short Country Alpha
  • Multi Sector
  • Special Equities
 
  • Systematic Global Absolute Return
  • US Market Neutral
Fixed Income Oriented
  • Developed Currencies Relative Value
 
  • Emerging and Sovereign Opps
  • Global Macro Hedged
 
  • Select Rates Relative Value
  • Systematic Relative Value
Multi-Asset Solutions
  • Multi-Strategy
 
  • Real Asset
 
  • Risk Parity
Alternative Exposures
  • Greek Contrarian
 
  • Natural Gas
 
  • Real Estate

* Strategies listed may also be included under their representative investment style

As of 30 June 2016

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.