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The investment seeks long-term capital appreciation. The fund invests in a portfolio of stocks across the capitalization spectrum that are considered by the advisor to be undervalued. At the advisor's discretion, the portfolio may, at times, be relatively concentrated. Undervalued stocks are generally those that are out of favor with investors and currently trading at prices that the advisor feels are below what the stocks are worth compared with potential earnings, asset values, and/or dividends. These stocks may or may not pay dividends.
Name | Title | Since | Until |
---|---|---|---|
David W. Palmer | Senior Managing Director | 2009 | Now |
Biography | David W. Palmer, CFA, Senior Managing Director and Equity Portfolio Manager of Wellington Management. He has worked in investment management since 1993, has been with Wellington Management since 1998. Prior to joining Wellington Management, David worked in equity sales, trading, and research at Cantor Fitzgerald, Ltd. in London (1993 — 1996). David earned his MBA in finance, with distinction, from the University of Pennsylvania (Wharton, 1998) and his BA in English, with distinction, from Stanford University (1993). He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia. | ||
Peter I. Higgins | Equity Portfolio Manager | 2008 | 2016 |
Biography | Peter I. Higgins, CFA, Senior Vice President and Equity Portfolio Manager of Wellington Management. He has worked in investment management since 1988; has managed investment portfolios since 1995; has been with Wellington Management since 2005; and has managed the Fund since 2008. Prior to joining the firm in 2005, Peter worked at The Boston Company Asset Management (TBCAM) for 17 years (1988 — 2005). Education: B.S. and B.A., University of Pennsylvania; M.B.A., The Wharton School of the University of Pennsylvania. | ||
David R. Fassnacht | Senior Vice President | 2001 | 2008 |
Biography | Fassnacht is a senior vice president and equity portfolio manager of Wellington Management, his employer since 1991. He has worked in investment management since 1988; was assistant fund manager from 2001 to 2004. Fassnacht holds the Chartered Financial Analyst designation. | ||
Charles T. Freeman | Partner, Senior Vice President | 2001 | 2004 |
Biography | Freeman is partner and senior vice president with Wellington Management Company, his employer since 1969. Previously, he was a senior accountant with Peat Marwick & Mitchell from 1966 to 1968. |
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