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.
Featured funds
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.
USD 450 B+
Fixed income assets managed firmwide
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 525 B+
Equity assets managed firmwide
250+
Equity investment professionals
19
Average years' experience
All figures are for the Wellington Management Group of companies as of 31 December 2024.
USD 1 T+
Client assets managed
800+
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.
The power of local perspective: the rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.
Making the most of the new economic era’s bright spots
Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.
There is more than one way to approach growth equities
Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities beyond the dominant market narrative.
URL References
Related Insights
Meet the equity managers
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.
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.
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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Chart in Focus: Can this equity bull market last?
Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.
Multiple authors