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.
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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.

 
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.
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March 2021
Bridging the gap in credit portfolios with a long/short strategy
,
Christopher Perret
 CFA, CAIA
Vivian Bi
 CFA
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.
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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.
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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
<em>ESG insights for private companies —</em><br>The critical role of ESG in private equity
We explore why we think ESG factors will become increasingly critical to private companies, especially as they approach the public markets.
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January 2021
ESG insights for private companies —
The critical role of ESG in private equity
,
Hillary Flynn
<em>ESG insights for private companies —</em><br>Governance best practices in public markets
For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.
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January 2021
ESG insights for private companies —
Governance best practices in public markets
,
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
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.

 

Platform

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

 

Hedged Equity

Regional and thematic long/short listed equity approaches.

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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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Real Assets

Approaches that invest in physical assets, including commodities.

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Private Equity

Investing in the equity of unquoted companies.

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