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USD 575 B+
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Equity assets managed firmwide
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United States, Intermediary
Change
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250+
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Equity investment professionals
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19
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Average years' experience
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All figures are for the Wellington Management Group of companies as at 30 June 2024.
Equity overview
In our view, thoughtful and informed active management can help our clients achieve their long-term objectives. This is the way we’ve approached equity management for over 90 years. Our equity portfolio managers are given the freedom to develop their own individual approach to investing, which is then documented and monitored by our independent product management team. The goal is to ensure that our approaches are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks. Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies on a daily basis.
Our approaches include:
Independent thinking, shared research
In an effort to deliver consistent results, we work together to understand potential investments. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities.
Deep equity resources
Diverse teams pursue independent research and investment approaches, yet every portfolio manager has open access to colleagues worldwide who specialise in various areas of the capital markets. Our investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, social and corporate governance (ESG) lenses.
Fundamental equity strategies
Our actively managed equity approaches span disciplines, geographies, industries, market capitalizations, and styles in order to meet our clients' objectives.
Quantitative equity strategies
We use systematic analysis to detect and exploit factors that influence equity prices.
Featured insight
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Monthly Market Snapshot — March 2023
A monthly update on equity, fixed income, currency, and commodity markets.
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Monthly Market Snapshot — February 2023
A monthly update on equity, fixed income, currency, and commodity markets.
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URL References
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