Wellington Square1
Wellington Square is an independent, employee-owned investment manager specializing in fixed income and credit. The firm’s investment team possesses deep fundamental credit experience across the entire fixed-income spectrum and operates with a culture that promotes the free exchange of ideas.
Members of the investment team have worked internationally and have track records managing institutional and retail mandates.
Wellington Square is committed to minimizing risk in client portfolios while also aiming to deliver attractive long-term returns. The firm believes in generating alpha by avoiding major drawdowns, and builds diversified portfolios using a proven, repeatable investment process.
1Wellington Square refers to Wellington Square Capital Partners Inc. (sub-advisor) and Wellington Square Advisors Inc. (sub-sub advisor).
Portfolio managers
Market insights
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Cash Isn’t King: Active Insights for Long-Term Wealth Creation
CE Credits | Webcasts | Apr. 16, 2024
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Rethinking Fixed-Income Investing
Videos | Jan. 31, 2024
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2024 Market Outlook
Reports | Dec. 15, 2023
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Update on Core Plus & Floating Rate Income
CE Credits | Webcasts | Jul. 26, 2023
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Update on Core Plus & Floating Rate Income
Videos | May 12, 2023