Alternative Investments

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

 
USD 10 B*
Alternatives assets
managed firmwide
10 +
Years track record managing
alternative investments
10
Number of alternative
investment approaches

* as at 31 March 2020

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

 
Hedged Equity
Multi-Asset
Absolute Return
Fixed Income
Private Equity
Real Assets
Hedged Equity
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Multi-Asset
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Absolute Return Fixed Income
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Private Equity
We are an established investor in private assets, including pre-IPO private equity approaches.
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Real Assets
We have experience managing exposure to real assets including commodity strategies and equity strategies that invest in securities of physical assets.
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Hedged Equity
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Multi-Asset
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Absolute Return Fixed Income
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Private Equity
We are an established investor in private assets, including pre-IPO private equity approaches.
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Real Assets
We have experience managing exposure to real assets including commodity strategies and equity strategies that invest in securities of physical assets.
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This is not an all-inclusive list of strategies that may be offered. Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions.

This is not an all-inclusive list of
strategies that may be offered. Investments
involve risks including possible loss of principal.
This is not to be construed as investment advice
or a recommendation to buy or sell any security.
Please review important Investment
Risks & Definitions.

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.

 
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.
Read more
February 2021
Mission critical: the vital role of alternatives in pursuing investment success
,
Cara Lafond
 CFA
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.
Read more
January 2021
Shorting stocks in China: the emerging opportunity
,
Soonki Kook
 CFA
Jamie Rice
 CFA
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.
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January 2021
Seeing an end to the ESG blind spot in private equity
,
Hillary Flynn
2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
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December 2020
2021 Investment Outlook
,
Multiple authors
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.
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December 2020
2021 Alternative Investment Outlook
,
Lori Whiting
 CFA
Matthew Witheiler
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.
Read more
November 2020
Talking Alternatives — Alternatives allocations: wishful thinking or attainable goals?
,
Manuel Kalbreier
 CFA, CAIA
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.
Read more
November 2020
Arancha Cano: alternatives manager profile
,
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.
Read more
November 2020
The future of alternative investments
,
Danny Sharp
ALL INSIGHTS

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.

 

Scale

As one of the world’s largest independent investment managers, our scale and resources make us a preferred partner to our clients.

 

  • 1928 Wellington Management
    establishes the first
    balanced fund in the US.
    which is still running today.

  • 1994 We offer our first
    long/short strategy

  • 2006 We establish our first global
    macro approach. Our Alternatives business
    reaches USD 20 B.

  • 2012 We launch our multi-strategy
    and quantitative equity
    long/short approaches.

  • 2013 We include alternative risk
    premia strategies into our
    multi-asset approaches.

  • 2014 Our suite expands into the
    world of private equity.
    We also launch our first
    credit long/short approach.

  • 2017 Successful close of
    our second private
    equity fund

  • NOW Wellington Management
    today is one of the world's
    foremost managers in
    alternative investments.