ALT

Alternative Investments

We help clients tap into a wide variety of alpha streams to pursue their return-seeking and risk-mitigation goals.

 

Featured content

2021 Alternative Investment Outlook

Among the trends and opportunities we’re focused on: strategies for liquidity-driven drawdowns, cautious optimism in the private equity market, and private companies working to solve climate change.

The alternatives edge

What sets Wellington apart?

Research

Research is a respected career path — not a stepping-stone — giving clients access to what we believe is the most experienced research team in the market.

People

Our portfolio managers are highly specialized and performance-driven. And they stay with us, putting their savvy and skill to work for clients.

 

Platform

We offer a range of alternative investments, from long/short equity and credit to global multi-strategy and private equity, as well as custom solutions.

Research

Find the latest market insights and thought leadership from our alternative investment professionals.

 
Mission critical: the vital role of alternatives in pursuing investment success
Multi-Asset Strategist Cara Lafond considers three alternatives ideas for the current environment, including private equity vintages that coincide with market downturns; long/short directional strategies that may aid the pursuit of stability across the cycle and long/short risk-mitigating strategies that complement other diversifiers.
February 2021
Mission critical: the vital role of alternatives in pursuing investment success
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Shorting stocks in China: the emerging opportunity
Two of our emerging market investors explain why shorting appears to be at an inflection point in the world's second largest equity market, where idiosyncratic conditions may offer a unique environment for generating alpha and diversifying risks.
January 2021
Shorting stocks in China: the emerging opportunity
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Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
January 2021
Seeing an end to the ESG blind spot in private equity
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2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
December 2020
2021 Investment Outlook
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2021 Alternative Investment Outlook
Dennis Kim and Lori Whiting, members of our Alternatives Team, consider the changing relationship between volatility and liquidity, and offer ideas on alternatives strategies for what they expect will be an enduring trend.
December 2020
2021 Alternative Investment Outlook
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Talking Alternatives — Alternatives allocations: wishful thinking or attainable goals?
With many allocators unhappy with alternatives’ returns in recent years, Manuel Kalbreier stresses the need to understand the roles they play in portfolios and to have realistic expectations.
November 2020
Talking Alternatives — Alternatives allocations: wishful thinking or attainable goals?
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Arancha Cano: alternatives manager profile
London-based Equity Portfolio Manager Arancha Cano shares her views on alternatives investing and explores key lessons learned over her career investing in long/short financials.
November 2020
Arancha Cano: alternatives manager profile
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The future of alternative investments
Director of Alternatives Danny Sharp explores the future of alts — discussing dispersion in today's markets, the opportunities it presents and the impact of the COVID-19 pandemic on the alternative investments landscape.
November 2020
The future of alternative investments
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People

Meet some of the dedicated members of our experienced alternatives team.
Mark Sullivan headshot
Mark Sullivan headshot

Mark Sullivan, CFA

Head of Alternatives and Portfolio Manager

 

As the head of Alternatives, Mark is responsible for driving the long-term investment performance of the firm’s liquid alternative strategies. He is also the team leader for our Global Macro Team.

 

Michael Carmen, CFA

Co-Head of Private Investments and Portfolio Manager

 

Michael is the team leader for our late-stage growth investment strategies. In addition, he helps to oversee the firm’s private investment business.

 

Shanna O’Reilly

Co-Head of Private Investments

 

As co-head of Private Investments, Shanna helps to lead the expansion and oversight of the firm’s private investment business. She previously served as the chief operating officer of Wellington Alternative Investments.

 

Platform

See the breadth of styles, sectors, and strategies in our alternative investment platform.

 

Hedged Equity

Regional and thematic long/short listed equity approaches.

Absolute Return Fixed Income

Fixed income and currency approaches with an absolute return style.

Multi-Asset

Investments across asset classes with an absolute return approach.

Real Assets

Approaches that invest in physical assets, including commodities.

Private Equity

Investing in the equity of unquoted companies.

All figures are for the Wellington Management Group of companies as at 30 September 2020.