2016 Annual Symposium – Wellington Management’s Technical Research Group

The Wellington Team manages over a billion dollars and provides technical research internally for other Wellington portfolio managers. The team has two investment strategy meetings each week. Monday’s meeting takes a top-down macro look at the broader market. While Thursday’s meeting focuses more on the individual constituents of their portfolios. These meetings often incorporate a sell-side analyst who briefs the team on their current market perspectives. The meeting is also often attended by other portfolio managers and analysts from Wellington.

The Symposium audience will have a rare glimpse into the investment process at Wellington’s Monday morning meeting. Frank Dave and Mike will discuss the positioning of the portfolios and their approach to construction, a broad list of indicators that they incorporate into their process, and at a high level, how they are positioned within the global market landscape. This session will be a live recreation of the actual Monday morning meeting.

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