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The investment seeks long-term total return. The fund invests primarily in equity securities of U.S. large- and mid-cap companies. It currently invests substantially all of its assets in companies represented in the Russell 1000® Growth Index at the time of purchase, although the fund is actively managed and is not an index fund or a passively managed investment. Equity securities in which the fund invests may include common stocks, preferred stocks, securities convertible into common or preferred stock, rights, and warrants. The fund may hold a portion of its assets in cash or cash equivalents. It is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Matt J. Kyller | - | 2021 | Now |
Biography | Mr. Kyller is Managing Director and Portfolio Manager within the Investment Strategy group of Wellington Management Company LLP. Mr. Kyller joined the firm in 2015 and has been an investment professional since 2006. | ||
Thomas S. Simon | Senior Managing Director | 2020 | Now |
Biography | Mr. Simon is Senior Managing Director and portfolio manager of the Wellington Management Company LLP. Mr. Simon joined the Wellington Management Company LLP in 2009 and has been an investment professional since 2001. | ||
Gregg R. Thomas | Senior Managing Director | 2020 | 2021 |
Biography | Mr. Thomas joined Wellington Management in 2002, where he currently serves as Senior Managing Director and Associate Director, Investment Strategy and Risk. As associate director of Investment Strategy and Risk, Gregg conducts original research on portfolio and risk-management topics, leads various Wellington Management internal investment oversight processes, and analyzes key trends and investment risks across the equity, fixed income, asset allocation, and hedge fund product suites. In addition, he is a portfolio manager on certain multi-manager solutions offered by the firm, including Global Equities, International Equities, Hedged Equities, Japan Equities, and US Alpha strategies. Gregg is a member of a number of Wellington Management’s committees and oversight groups, including the Risk Management Committee, Fixed Income Risk Advisory Council, Equity Risk Advisory Council, Multi Asset Strategy Review Group, Equity Review Group II, New Product Working Group, and Philosophy and Process Panel, and represents Wellington Management as a member of the Buy Side Risk Managers Forum. Previously, Gregg was an equity portfolio specialist and analyst at Wellington Management (2002 – 2006). Prior to rejoining the firm in 2002, he worked as a quantitative business analyst at Zurich Scudder Investments (2001), as a business analyst and data analyst in Wellington Management’s Information Services Group (1997 – 2001), and in various financial markets-related positions at IDD Information Services (1993 – 1997). Gregg received his BS in finance, with high distinction, from the University of Rhode Island (1992). He holds the Chartered Financial Analyst designation. | ||
Chris C. Cao | Managing Director and member | 2001 | 2020 |
Biography | Chris C. Cao,is a Managing Director and portfolio manager for Barings’ Global Portfolio Solutions Group. Mr. Cao has more than 20 years of industry experience. Chris C. Cao is a Managing Director and member of Barings’ GIA Oversight & Public Equity Team.Prior to joining Barings in 2001, Mr. Cao was employed by Aeltus Investment Management and more recently at INVESCO. | ||
Michael F. Farrell | Managing Director and Head | 2000 | 2020 |
Biography | Farrell is responsible for managing Barings’ Master Limited Partnership, Global Natural Resources, Special Situation, and other strategies. Mr. Farrell has more than 30 years of experience. Michael F. Farrell is a Managing Director and Head of Barings’ GIA Oversight & Public Equity Team.Mr. Farrell was recognized as one of the nations top 100 mutual fund managers by Barron’s in 2007 and 2006. Prior to joining Barings in 2000, Mr. Farrell worked as an economist and quantitative portfolio manager at Aeltus Investment Management. |
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