Why invest in Hedge funds?
While there is sometimes greater risk investing in hedge funds, there is also the potential for higher returns compared to traditional investing.
Using sophisticated investment methods, hedge funds may reduce market risk by targeting uncorrelated, absolute returns.
There are various hedge fund investment strategies that could offer diversification benefits for investors’ portfolios.
Capital at risk. Hedge Fund investments can be speculative and use leverage, which may magnify potential losses. They can also be subject to illiquidity, volatility and counterparty risks.
Why wellington?
Harnessing nearly 30 years' experience as a hedge fund manager, we bring investment skill and deep resources to the pursuit of a range of client objectives across vehicle structures.
Ability to attract elite alternatives investment talent
Across nearly all areas of the capital markets, including trading, brokerage and technology
Deep, expansive research platform with global footprint
The foundation of our culture provides a broad view of opportunities and risks
All figures as of 30 June 2023.
Our capabilities
Wellington uses a variety of investment techniques across our range.
Every investor wants something different and something that is not heavily correlated to equity markets.
insights
Can hedge funds play the role?
How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.
Embracing uncertainty: Three alternatives ideas for a macro-driven world
Even as investors wrestle with the economic unknowns heading into 2024, Multi-Asset Strategists Nick Samouilhan and Adam Berger see opportunities to put alternative investments to work.
Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
Macro implications of the AI revolution: is the market right?
Macro Strategist John Butler sets out an initial framework to help answer key questions about the potential macro impact of artificial intelligence.
Long/short investing in European equities' growing dispersion
We explore how growing dispersion in European equity markets is driving opportunities for long/short investors, fueled by structurally higher inflation, changing market leadership, and a renewed focus on valuation.
Financials amid rising dispersion
We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.
US regional banking sector update
We explore how banking regulation and legislation could impact US regional banks, including highlighting the potential for M&A activity and for dispersion to drive long/short opportunities.
Focus on what you can control: Five alternative investment ideas for an uncertain world
Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how a variety of alternative investments, including select hedge funds and private credit, could help allocators reduce the importance of the economic cycle to their portfolio results.
Time for a new playbook on bonds
Is it time to add to fixed income allocations? Multi-Asset Strategist Adam Berger and Fixed Income Strategist Amar Reganti offer their views, as well as thoughts on specific areas of opportunity.
Navigating the opportunities and challenges of the energy transition
Two of our climate- and energy-focused investment professionals discuss what the low-carbon transition may look like and how investors can think about the challenges and opportunities it represents.
Take credit: Our five best credit market ideas for 2023
Fixed Income Strategist Amar Reganti highlights credit market opportunities that he expects to arise over the course of 2023, against a backdrop of slowing growth.
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FREQUENTLY ASKED QUESTIONS
Hedge fund investing includes varying investment strategies and styles used to achieve investment goals. Using sophisticated methods, hedge funds can access all asset classes.
Hedge funds tend to be riskier but have potential for higher returns than mutual, or open-end, funds. Hedge funds are normally only available to professional investors, while mutual funds are usually more accessible to retail investors.
An example of a hedge fund, that is available as an open-end fund, is the Wellington Global Total Return Fund. It uses long/short credit investing, seeking to profit from both rising and falling bond prices. The goal for absolute return strategies such as this, is to reduce exposure to the overall direction of capital markets. Capital at risk.
