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Fund Manager visits

28FEB 2018
12:00 pm

Pre-launch roundtable on the Schroder GAIA Wellington Pagosa in Lugano

You are invited to join the lunch presentation with Dennis H. Kim, Co-Portfolio Manager at Wellington Management, to hear about the new multi-strategy UCITS regulated fund.  

Investment highlights

- Global multi-strategy, multi-PM fund, with access to a variety of compelling and uncorrelated alpha sources 
- Combines a bottom-up research focus with a top-down asset allocation approach
- Dynamically invests across Wellington Alternative strategies
- 5+ year strategy track record, launching in January 2012, and an AUM of $2bn
- Proven manager with positive net performance in every year since launch
- Delivered 6.6% annualized return net of fees with 4.4% volatility (1.5 Sharpe ratio) achieved with a 0.34 beta to MSCI World

Who is Wellington?

- An independently owned investment adviser 
- Manages over $1 trillion, with $40 billion in its alternative business (Wellington Alternative Investments), of which $2 billion is in the Pagosa strategy
- Established its alternatives business in 1994, and has broad strategy coverage
- The firm employs over 650 investment professionals, who have on average 17 years' experience 

  • Source: Wellington, Schroders as at 31 October 2017


31JAN 2018
3:00 pm

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