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Equity

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

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Why wellington for equity

We have approached equity investing through thoughtful and informed active management for close to a century. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities.

Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies on a daily basis. Our investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, social and corporate governance (ESG) lenses.

Meet the equity managers

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    Tim Manning

    Equity portfolio Manager Tim Manning discusses how his background as a musician informs his views as an investor and the importance of working with the rhythm of the equity market. 

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      Yolanda Courtines

      Find out how Portfolio Manager Yolanda Courtines uses her cosmopolitan background and language skills to identify companies with outstanding steward practices.

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          Dáire Dunne

          Learn more about how Dáire Dunne's interest in travel and global perspectives helps him piece together evidence of change and differentiation all around the world.
           

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            Naveen Venkataramani

            According to Equity Portfolio Manager Naveen Venkataramani, a valuable team culture is one in which members embrace different perspectives and feel free to challenge each other. Find out why Naveen thinks this is so important.

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                Alan Hsu

                Portfolio Manager Alan Hsu describes his experience growing up in Houston, the de facto energy capital of North America, and shares his excitement for the future of climate-change mitigation. 

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                Four investment perspectives amid a pivotal US election

                How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.

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                event September 2024
                6 min
                2025-09-30
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                Making the most of the new economic era’s bright spots

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                event March 2025
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                There is more than one way to approach growth equities

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                event March 2025
                6 min
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                2026-04-30
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                Chart in Focus: how sustainable is Europe’s rally?

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                event March 2025
                4 min
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                2026-03-31
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                Power play: Building the case for infrastructure in 2025

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                event February 2025
                7 min
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                2026-02-28
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                Setting the stage for small caps in 2025

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