Wellington US Equity Long-Short Fund


Fund Strategy Equity Long / Short
Fund Geography US
Investment Advisor Wellington Management
Portfolio Manager Steven C. Angeli
Fund Currency USD
Fund AUM $16.2m
Fund AUM (GBP) £12m
Fund AUM as of 24 September 2019
Fund Inception 01 May 2015
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The Wellington US Equity Long-Short Fund seeks to generate long term capital appreciation by investing via long and short positions primarily in the equity and equity related securities of companies incorporated or exercising a predominant part of their economic activities in the US. The portfolio will primarily focus on the US although it has the flexibility to invest globally, including emerging markets. The portfolio’s investment approach is based primarily on proprietary, bottom-up fundamental research conducted by the Investment Manager, but may also be informed by top-down themes. The portfolio will establish long positions in companies or sectors with expected high appreciation potential, and short positions in companies or sectors deemed unattractive by the Investment Manager.


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