-
-
USD 450 B+
-
Fixed income assets managed firmwide
-
Asia ex-Japan, Institutional
Change
Over 95 years in active equity investing
With a history of active equity investing that dates back nearly a century, first in Boston, and now globally, we believe our deep research and unique perspectives can help elevate your investments and unlock value in today’s markets.
-
-
250+
-
Fixed income investment professionals
-
-
-
17
-
Average years' experience
-
All figures are for the Wellington Management Group of companies as at 31 December 2023.
-
-
USD 575 B+
-
Equity assets managed firmwide
-
-
-
250+
-
Equity investment professionals
-
-
-
19
-
Average years' experience
-
All figures are for the Wellington Management Group of companies as at 30 June 2024.
-
-
USD 1 T+
-
Client assets managed
-
-
-
875+
-
Investment professionals
-
-
-
3,000+
-
Clients
-
-
-
60+
-
Client locations by country/region
-
All figures are for the Wellington Management Group of companies as at 31 December 2023.
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
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.
Yolanda Courtines
Find out how Portfolio Manager Yolanda Courtines uses her cosmopolitan background and language skills to identify companies with outstanding steward practices.
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.
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.
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.
Featured insight
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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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Continue readingBy
Andrew Heiskell
Nicolas Wylenzek