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Wellington Global Stewards Fund Eur N Accu (0P0001RF5Y)
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22/11 - Closed. Currency in EUR
- Morningstar Rating:
- Total Assets: 2.64B
Type:
Fund
Market:
Ireland
Issuer:
Wellington Luxembourg S.à r.l.
ISIN:
IE0005MW7QZ1
Asset Class:
Equity
Wellington Global Stewards Fund EUR N AccU
12.916
+0.220
+1.74%
- Overview
- Profile
- Historical Data
- Holdings
0P0001RF5Y Overview
On this page you'll find an in-depth profile of Wellington Global Stewards Fund Eur N Accu. Learn about the key management, total assets, investment strategy and contact information of 0P0001RF5Y among other information.
Investment Strategy
The investment objective of the Fund is to seek long-term total returns. The Investment Manager will seek to invest in companies whose management teams and boards display exemplary 'stewardship’. The Investment Manager defines stewardship as how companies balance the interests of all stakeholders (e.g. customers, employees, communities and the supply chain) in the pursuit of profits and how they incorporate material environmental, social and governance ("ESG") risks and opportunities in their corporate strategy.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Samuel Cox | Co-Director of Equity Research | 2024 | Now |
| Biography | Mr. Cox is Co-Director of Equity Research. He is responsible for managing a team of analysts covering multiple sectors. In addition, Mr. Cox is a portfolio manager of Putnam's global health care, global sector, and research strategies. He joined Putnam in 2014 and has been in the investment industry since 2002. Previously at Putnam, Mr. Cox was an Analyst in the Equity Research group, covering the U.S. health-care sector. Prior to joining Putnam, Mr. Cox was a Research Analyst at Pyramis Global Advisors from 2010 to 2014, a Vice President and Analyst at Rock Creek Group from 2005 to 2008, and a Senior Consulting Associate at Cambridge Associates, LLC from 2002 to 2005. He earned an M.B.A. from Sloan School of Management at the Massachusetts Institute of Technology and a B.A. from the University of Pennsylvania. | ||
| Mark D. Mandel | Senior Vice President | 2019 | Now |
| Biography | Mark is the director of Global Industry Research, an investment group comprising senior equity analysts and the various functions that support bottom-up research, stock picking, and investment across global capital markets. In this role, he focuses on ensuring that we attract, retain, and motivate world-class securities analysts and investment talent; provide them with the resources, support, and ongoing feedback needed to excel; and undertake our work with a fiduciary mindset and a collaborative spirit in order to make informed investment decisions on behalf of our clients. Mark leads a management team responsible for more than 100 professionals who formally follow over 4,500 stocks and directly manage over US$100 billion of client assets. He also chairs the firm’s Compensation Committee and is a member of the Incentive Compensation Committee, Hedge Fund Review Group, and Research Equity Review Group (ERG2). Mark was named to his current role in 2002 after eight years as a global industry analyst covering non-bank financial services. Before joining Wellington Management in 1994, he worked in the corporate finance group at Advest, Inc., a Hartford-based brokerage firm. He earned his MBA from Dartmouth College (Tuck), where he was named an Amos Tuck scholar. He received his BA in economics from Bates College. Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Yolanda Courtines | - | 2019 | Now |
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