ALT

Experience the edge.

The alternatives edge

Featured content

Investor roundtable: A holistic approach to climate research

Members of our Alternatives and Sustainable Investment Teams come together in this roundtable session to discuss climate-related risks and opportunities.

 

The alternatives edge

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

 

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.

 
Mid-2021 Investment Outlook
As you look ahead to the second half of 2021, thought leaders from across our investment platform share their views on pressing questions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Mid-2021 Investment Outlook
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<em>Future Themes —</em><br> Tomorrow’s world today
For over 40 years, at each new business cycle, Wellington investors have been presented with a challenge: Look past current headlines to find structural trendlines that will shape markets, society, and the economy in the next five to 10 years.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Future Themes —
Tomorrow's world today
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SYSTEMS</p>Evaluating cryptocurrencies as an asset class
We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021

FUTURE THEMES | SYSTEMS

Evaluating cryptocurrencies as an asset class
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Decarbonisation and the future of energy sector investing
As the transition to a lower-carbon world plays out, there will be winners and there will be losers across the energy sector. Global Industry Analyst and Portfolio Manager Eugene Khmelnik looks at what will drive these outcomes and the potential advantages of a long/short investment approach in an evolving energy universe.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Decarbonisation and the future of energy sector investing
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SYSTEMS</p>Central bank digital currencies: debunking five common myths
We discuss how disruptive central bank digital currencies are likely to be and dispel some commonly held CBDC myths.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021

FUTURE THEMES | SYSTEMS

Central bank digital currencies: debunking five common myths
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<em>ESG insights for private companies —</em><br>Diversity, equity and inclusion: FAQ
We answer some of our private portfolio companies’ most frequently asked questions on diversity, equity and inclusion.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
ESG insights for private companies —
Diversity, equity and inclusion: FAQ
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Bridging the gap in credit portfolios with a long/short strategy
Amid massive changes in the credit market and growing demand for fixed income diversification, the authors explain why long/short credit strategies could help round out a portfolio of traditional and private credit investments.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2021
Bridging the gap in credit portfolios with a long/short strategy
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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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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February 2021
Mission critical: the vital role of alternatives in pursuing investment success
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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 31 March 2021.