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Portfolio construction

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Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article
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The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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Thomas Horsey

Thomas Kramer

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4 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Outlook Income Economic cycle Fixed income program Portfolio construction Fixed income Credit Distribution Asia advised retail Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Compelling opportunities in four higher-yielding credit sectors

Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.

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Campe Goodman, CFA

Rob Burn, CFA

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Quick Take
2025-03-11
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Formula one race
Equity Active management Growth Portfolio construction Volatility Digital transformation Asia advised retail USA Article
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Driving growth with quality controls in uncertain markets
Equity Portfolio Manager John Boselli and Investment Director Philip Brooks share their thoughts on where investors can find “quality-driven” growth potential in today's uncertain environment.
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John Boselli, CFA

Philip Brooks, CFA

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Article
2023-10-31
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WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
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