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The investment seeks long-term total return. Under normal circumstances, the fund invests at least 65% of its net assets in equity securities of foreign issuers, including non-dollar securities and securities of emerging market issuers. It may invest in securities of issuers of any market capitalization, including small capitalization securities. The fund may invest up to 25% of its net assets in issuers that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets.
Name | Title | Since | Until |
---|---|---|---|
Keith E White | Senior Managing Director | 2024 | Now |
Biography | Keith E. White, Senior Managing Director and Equity Portfolio Manager at Wellington Management. He has worked in investment management with Wellington Management since 2007. Education: B.S., James Madison University; M.B.A., the Tuck School of Business at Dartmouth. | ||
Tyler J. Brown | Portfolio Manager | 2022 | Now |
Biography | Tyler J. Brown, CFA, Managing Director and Equity Research Analyst of Wellington Management, has served as a portfolio manager for the Fund since 2023 and has been involved in securities analysis for the Fund since 2022. Mr. Brown joined Wellington Management as an investment professional in 2015. Prior to joining Wellington Management, he was senior investment analyst from 2011 – 2014 and junior investment analyst from 2009 – 2011 at Artha Capital Management. | ||
Tarit Rao-Chakravorti | Portfolio Manager | 2018 | Now |
Biography | Tarit Rao-Chakravorti, Managing Director and Equity Research Analyst of Wellington Management, has served as a portfolio manager for the Fund since 2023 and has been involved in securities analysis for the Fund since 2018. Mr. Rao-Chakravorti rejoined Wellington Management as an investment professional in 2018. Prior to rejoining Wellington Management, he was an analyst at Monitor 360 (2015 – 2016). | ||
Andrew M. Corry | Senior Managing Director | 2015 | Now |
Biography | Andrew M. Corry is Senior managing director of Wellington since 2015, and equity portfolio manager of Wellington since 2011. Mr. Corry joined Wellington Management as an investment professional in 1997. He has a BA from Gettysburg College and an MBA from the University of Chicago. | ||
James H. Shakin | Senior Portfolio Manager | 2013 | Now |
Biography | James H. Shakin, CFA, is Senior Vice President, Partner and Equity Portfolio Manager for Western Asset Management Company. Jim is a portfolio manager in Global Equity Portfolio Management and leader of the firm's International Contrarian Value Team. He manages equity assets on the behalf of our clients, drawing on research from Wellington Management's global industry analysts, equity portfolio managers, and team analysts. He currently manages several non-US contrarian value approaches. Jim is a member of firm's Multi-Strategy Review Group. Jim has a BS from the University of Pennsylvania. | ||
Theodore Jayne | Manager | 2010 | 2013 |
Biography | Mr. Jayne is a Portfolio Manager at Edge Asset Management. He joined EDGE in 2015 & has been in the investment industry since 1998. Previously, he was a Managing Director & Portfolio Manager at Wellington Management Company, LLP. He received a bachelor’s degree in Anthropology from Harvard University. Mr. Jayne has earned the right to use the Chartered Financial Analyst designation. |
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