Technical equity strategies

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

EXPLOITING TRENDS AND PATTERNS

Technical analysis, the study of supply and demand for securities, is based on the premises that prices hold information and that practitioners can discern positive flows of capital from negative ones. These flows may be manifested in directional price trends over time that, through observable patterns of accumulation, distribution, and relative strength, reflect market expectations for improving or deteriorating fundamental developments for a security or sector.

We seek to build portfolios of stocks with what we consider to be the most attractive price trends from a technical perspective, emphasizing strong momentum relative to the market.

David Lundgren, CMT, CFA, Director, Technical Analysis

OUR APPROACH

Wellington Management has applied technical analysis to portfolio management for almost 40 years. We believe that identifying and investing along patterns of positive price trends can help support capital growth, while recognizing negative price trends can serve as a reliable form of risk control.

The experienced Technical Analysis team’s independent process — combined with the depth of Wellington Management’s resources — is its strength and distinguishing feature.

INVESTMENT OPTIONS

Representative strategies: Technical equities
  • Technical Equity
  • Japan Momentum Opportunities

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 risks and definitions. 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.

Fundamental equity strategies

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

Quantitive 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.

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