Why wellington for alternatives?
Investing in alternatives since 1994, Wellington brings global scale and deep investment expertise across public and private markets.
We have a long history of leveraging our scale and resources to develop alternative investment strategies based on clients’ evolving needs.
USD 30 B+
Alternatives assets managed firmwide
30+ years
Track record managing alternative investments
60+
Client locations
All figures are for the Wellington Management Group of companies as of 30 June 2024.
Why invest in alternatives?
Alternatives offer a different way to achieve investment goals, using sophisticated investment techniques.
This could produce fewer correlated returns than traditional investing, which may help diversify an investor’s portfolio.
With these potential benefits, alternatives could also help to drive returns across market cycles.
Capital at risk. Alternative investments can be speculative and use leverage, which may magnify potential losses. They can also be subject to illiquidity, volatility and counterparty risks.
Our capabilities
At Wellington, alternative investment strategies range from hedge funds using long/short equity, to private investing providing exposure to companies not available in the public markets.
HEDGE FUNDS
As one of the world’s largest hedge fund managers, Wellington offers a broad range of hedge fund strategies across asset classes.
HEDGE FUNDS
As one of the world’s largest hedge fund managers, Wellington offers a broad range of hedge fund strategies across asset classes.
PRIVATE INVESTING
Private investing can provide the opportunity to access high-potential unlisted businesses, by investing at different stages of their growth journey.
Alternative Insights
Accelerating the future of active management
CEO Jean Hynes explains how Wellington is building for the future of active management by investing in our capabilities and aligning our organization and talent with clients’ shifting needs.
“Goldilocks” and the three drivers of hedge fund outperformance
Members of our Investment Strategy & Solutions Group explain why shifting economic conditions may bode well for hedge funds broadly but also see reasons that manager selection may be more important than ever.
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
Private equity deep dive
We explore four key private equity questions to help investors better understand how these strategies compare and complement each other in a portfolio. In particular, we highlight the distinct opportunity sets, risk-return characteristics, and portfolio roles of venture capital and buyout strategies.
When public and private markets converge
Wellington President Steve Klar discusses the evolution of the public and private markets and what it means for asset owners as they seek to tap into the growth potential of private companies and be more nimble in their investment approach.
What the yen carry trade unwind could mean for markets and the Fed
Brij Khurana explains why market participants are likely underestimating how foreign ownership of US assets could constrain the pace and magnitude of the Fed’s cutting cycle.
Picture this: Our forecast in 7 charts
What should investors expect for the remainder of 2024? View a visual summary of our Investment Outlook in seven compelling charts.
CLO equity insights: Private credit
Explore how the convergence of public and private markets is impacting CLO equity, including the unexpected benefit it has driven in recent years.
Global macro strategies: Multi-dimensional tools for an era of economic change
With the global economic environment creating potential opportunities for macro investors, we consider the heterogeneity of the global macro strategy universe, the case for combining different styles, and the choice between a single- and a multi-portfolio manager approach.
Investing in “3D”: Forces shaping alternatives opportunities in 2024
Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.
Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
URL References
Related Insights
Contact the European Alternatives team
Camiel de Vries
Kalyani Harar
Chris Farrell
Frequently asked questions
Alternative investing includes varying investment strategies and styles used to achieve investment goals. Using sophisticated methods, alternatives can access all asset classes, including through hedge funds and private investments.
Traditional investing is primarily long-only investments in asset classes such as public equities and bonds. Alternative investments use a wider range of investment strategies, including long-short investing, hedge funds and private investments.
Alternative investments offer the potential for higher returns, greater diversification and wider access to investment opportunities than traditional investments. Notably, alternative investments can use leverage, which can serve to magnify potential losses. Additionally, they can be subject to increased illiquidity, volatility and counterparty risks, among other risks.
