As a commodities portfolio manager, David manages long-only and long/short commodity approaches on behalf of our clients. He collaborates with Wellington Management’s investment resources, including natural resource-focused global industry analysts and macroeconomists, to analyze the fundamental drivers of commodity markets. David is the vice chair of the Wellington Management Foundation Board, the sponsor to the Wellington Young Professionals business network, and a member of Wellington’s Upstanders Group. The Upstanders is a grassroots effort composed of over 150 Partners and Managing Directors, who are engaging in sponsorship, mentorship, and other activities aimed at improving diversity and inclusion at the firm.
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Commodities: Top ideas and evolving opportunities
To help clients plan for the coming year, our commodities experts share their top near-term, medium-term, and long-term investment ideas.
Multiple authors