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The objective of this Fund is to achieve long-term capital growth. The Fund invests primarily in equity and equity-related securities of United States companies and/or units of mutual funds which themselves invest primarily in equity and equity-related securities of United States companies. The Fund may use derivatives for hedging and non-hedging purposes. The Fund may use various instruments to reduce the global risk of the portfolio or improve its return. The Fund may use various derivatives such as options, forwards, futures contracts and swaps for the purposes of hedging against losses incurred by variations in securities values or exchange rates.
Name | Title | Since | Until |
---|---|---|---|
Andrew J. Shilling | Senior Vice President | 2009 | Now |
Biography | Andrew J. Shilling, CFA, Senior Vice President and Equity Portfolio Manager of Wellington Management. He has worked in investment management for Wellington Management since 1994, has managed investment portfolios since 2000. Education: B.A., Amherst College; M.B.A., Tuck School of Business, Dartmouth College. |
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