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equity@3x

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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                      Related insights on equity

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                      Setting the stage for small caps in 2025

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                      event February 2025
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                      2026-02-28
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                      Deeply seeking the impact of AI spending on bond yields

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                      event February 2025
                      6 min
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                      2026-02-28
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                      Emerging markets under Trump 2.0: expect the unexpected

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                      event January 2025
                      5 min
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                      2026-01-31
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                      Europe amid regime change: where next for European equities?

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                      event January 2025
                      6 min
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                      2026-02-28
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                      Climate adaptation may cost trillions. Is your portfolio ready?

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                      event January 2025
                      6 min
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                      2025-12-31
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