Hedged Equity

Our hedged equity approaches seek to provide distinctive performance profiles by drawing on our longstanding experience in single sectors and regions such as health care, and specific regions such as Europe and the US.

Investment in the funds shown places an investor’s capital at risk. Alternative investments tend to be speculative and use leverage, which can magnify potential losses. Additionally, they can be subject to increased illiquidity, volatility and counterparty risks, among other risks.

ALTUS Equity Long-Short Fund
Opportunistic long/short US equity fund with a growth bias
ALTGlobal Health Care Long-Short Fund

Research-driven long/short equity fund investing across global health care sub-sectors

ALTStrategic European Equity Long-Short Fund

High-conviction long/short fund looking for structural growth stories in Europe

ALTDisruptive Technology and Innovation Fund

Global long/short equity fund investing in companies driving disruption and benefitting from innovation

OTHER TYPES OF ALTERNATIVES

ABSOLUTE RETURN
FIXED INCOME

Fixed income and currency approaches with an absolute return style.

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MULTI-ASSET​

Investments across asset classes with an absolute return approach.

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PRIVATE EQUITY​

Investing in the equity of unquoted companies.

REAL ASSET​

Approaches that invest in physical assets, including commodities.

RELATED INSIGHTS

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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Harnessing disruption: the enduring case for tech and innovation
In this short video, Bruce Glazer and Brian Barbetta, the portfolio managers of the Wellington Disruptive Technology & Innovation Fund, offer their views on disruption and highlight how they seek to take advantage of disruptive technologies and innovations in clients’ portfolios.
November 2020
Harnessing disruption: the enduring case for tech and innovation
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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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<span>Top of Mind</span> Time for a new playbook on inflation and active management?
Are fiscal and monetary policy setting us on a course for inflation? How has the COVID-19 crisis altered the backdrop for active management? Multi-Asset Strategist Adam Berger offers his take, as well as thoughts on real assets, value stocks, the technology sector and alternative investments.
October 2020
Top of Mind Time for a new playbook on inflation and active management?
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