Greg Mattiko

WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.

WMIL is an active manager that offers a broad range of equity, fixed income, alternative and multi-asset investment approaches to their clients. Portfolio managers are responsible for both research and investment decisions within their territory, supported by proprietary research which is shared throughout the Wellington group.

WM Hong Kong is an active, long-term, contrarian manager which performs in-house fundamental research to invest in a range of equity, fixed-income, and multi-asset instruments across markets, capitalizations and styles. The firm follows a Global Value approach to invest in the stocks of financially sound but out-of-favor companies that provide above-average total return potential and generally sell at below-average price/earnings multiples. They develop multi-asset client solutions, combining top-down asset allocation with bottom-up security selection and complement investment programs with a range of alternative approaches, investing in metals, agriculture, climate change, emerging markets equity and debt.

WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.

VMR-IM is an active, value-oriented investor and manages portfolios invested in equity, debt and alternative instruments with a focus on European and global equity. The firm begins their investment process by using quantitative models to screen the markets and identify undervalued firms with growth potential. Fund managers then assess potential investees, emphasizing quality factors such as management and product quality and directly meeting with company management teams. VMR-IM utilizes technical and macro analysis, comprising economic, country and sector analyses, to optimize market timing. Research is primarily performed in-house but the firm also uses third-party analyses from banks, brokerage firms and field specialists.

JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.