Hartford Investments

Wellington Management

image

 

 

 

 

Founded
1928

 

Headquarters
Boston, MA

 

Clients*
FedEx Corporation
General Mills
MIT

 

Read the latest commentary

Wellington Management
Building success from extensive proprietary research. 

 

Portfolio management bio
Wellington Management is one of America's oldest investment management firms and provides investment management services to many of the world's leading public and private institutions covering major asset classes and a multitude of currencies.

 

Investment philosophy

 

  • Focused: Wellington focuses only on managing money - it's all they do.
    Independent: Wellington is independent of Wall Street, independent research and independent thinking.
  • Research-driven: Commitment to fundamental, proprietary research with 5,000 company visits annually, plus 2,500 companies hosted at their own offices each year.
  • Experienced: Portfolio managers and analysts average 16 years of experience with nine years at Wellington.

 

Funds managed

  • Hartford Capital Appreciation Fund: U.S. equity mandate with the objective of growth through capital appreciation. The fund is well diversified with up to 35 percent of its assets invested outside the United States.
    Category: Global and international equity.

Learn more about the mutual funds managed by Wellington Management.


 

Representative Client List: Wellington Management manages assets for institutional investors worldwide:

More than 175 Public Funds clients including: More than 450 Corporate Retirement Plan clients including: More than 450 Endowment and Foundation clients, including:
Hong Kong Hospital Authority FedEx Corporation Catholic Healthcare Partners
International Monetary Fund Merck & Company W.K. Kellogg Foundation
Kentucky Teachers' Retirement System Northrop Grumman Massachusetts Institute of Technology
Treasurer of the State of North Carolina Textron, Inc.  University of Washington

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Wellington Management serves as investment advisor to approximately 1000 institutional clients and 300 mutual fund portfolios covering a wide range of investment styles. The organizations listed above were selected as a sample of Wellington Management's clients across markets which are relevant for this purpose and among those which allow such listings. The listing should not be considered an endorsement if Wellington Management by these clients.