Jan 16, 2025
Mark Sullivan and Roberto Isch are Partners at
Wellington Management, the $1.3 trillion privately owned firm. Mark
is the Head of the Hedge Fund Group and Roberto is a Risk and
Portfolio Manager. Wellington began its hedge fund strategies in
the mid-1990s. Their activities started with a series of
long-biased sector specialist strategies, added a multi-asset
fund-of-funds, and most recently, built a market-neutral platform
overseen by Mark and Roberto.
Our conversation covers the history and current state of hedge fund
investing at Wellington, including the client-led development of
product offerings and the manager selection, portfolio
construction, and risk management of the group’s third-generation
strategy.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)