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Brighthouse/wellington Balanced Portfolio Class A (0P00003BSE)
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19.690
+0.050
+0.25%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.13B
Brighthouse/Wellington Balanced Portfolio Class A
19.690
+0.050
+0.25%
- Overview
- Profile
- Historical Data
- Holdings
Brighthouse/wellington Balanced Portfolio Class A Overview
On this page you'll find an in-depth profile of Brighthouse/wellington Balanced Portfolio Class A. Learn about the key management, total assets, investment strategy and contact information of 0P00003BSE among other information.
Investment Strategy
The investment seeks long term capital appreciation with some current income. The fund under normal circumstances, invests its asset in U.S. and foreign debt securities and equity securities of U.S. companies and, to a lesser extent, of foreign companies. The amount of assets invested in fixed income securities and equity securities will depend upon economic conditions, the general level of common stock prices, interest rates and other relevant considerations. Under normal circumstances, it invests approximately 40% of its assets in fixed income securities and approximately 60% in equity securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jeremy Forster | Managing Director | 2024 | Now |
| Biography | Mr. Forster, Managing Director and Fixed Income Portfolio Manager of Wellington Management, joined the firm as an investment professional in 2011. | ||
| Mary L. Pryshlak | Senior Managing Director | 2018 | Now |
| Biography | Mary L. Pryshlak, CFA, Senior Managing Director, Partner and Head of Investment Research of Wellington Management. Ms. Pryshlak is the head of Investment Research, an investment group comprised of Wellington Management's core fundamental investment research teams spanning equity; credit; macro; technical; sustainable; and environmental, social, and corporate governance (ESG). Ms. Pryshlak supervises a team of global industry analysts that manage the equity portion of the Global Atlantic Wellington Research Managed Risk Portfolio and has served in this capacity for the Portfolio since 2018. Ms. Pryshlak joined Wellington Management as an investment professional in 2004. | ||
| Jonathan G. White | Managing Director and Director, Research Portfolios | 2018 | Now |
| Biography | Jonathan G. White is Managing Director and Director, Research Portfolios of Wellington Management, and joined the firm in 1999. In his role, he is responsible for broad oversight of the firm’s suite of diversified and sector analyst-managed investment approaches, including risk management and implementation, and acts as a representative for these products with clients and prospects. He also manages our customized research approaches, including Global Islamic Research Equity and Global Research Equity High Dividend Yield, and is a member of the Global Perspectives investment team. Prior to his current position, Jon was manager of equity portfolio coordination for the firm. Before joining Wellington Management in 1999, he spent several years at Putnam Investments, serving as portfolio coordinator for the Emerging Markets Equity Department, manager for Pricing Operations, and supervisor, senior fund accountant, and fund accountant for Mutual Fund Accounting Operations (1994 – 1999). Jon received his MBA, magna cum laude, from Babson College (Olin, 2002) and his BBA in finance, cum laude, from the University of Massachusetts (1994). Additionally, he holds the Chartered Financial Analyst designation. | ||
| Robert D. Burn | Managing Director | 2016 | Now |
| Biography | Robert D. Burn, CFA, joined Wellington in 2007. Prior to joining Wellington, he worked as a senior mechanical engineer modeling high power lasers at Lockheed Martin Corporation (2003-2005). Before that, he held engineering positions in the telecom and manufacturing industries (1998-2003). Mr. Burn earned his MBA with high honors from the University of Chicago (2007) and his MS and BS in mechanical engineering from MIT (1998, 1997). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston. | ||
| Campe Goodman | Senior Managing Director | 2014 | Now |
| Biography | Campe Goodman, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Campe is a fixed income portfolio manager on the US Broad Market Team. Prior to joining Wellington Management in 2000, Campe spent four years at the Massachusetts Institute of Technology studying macroeconomics and finance in a doctoral program in economics. He received his AB in mathematics, magna cum laude, from Harvard College (1995). In addition, Campe holds the Chartered Financial Analyst designation. | ||
| Joseph F. Marvan | Senior Vice President | 2014 | Now |
| Biography | Joseph F. Marvan, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has served as a portfolio manager of the Fund since 2012. Mr. Marvan joined Wellington Management as an investment professional in 2003. Joe is a fixed income portfolio manager and serves as chair of the US Broad Market Team. As chair, Joe is responsible for setting aggregate risk levels and investment strategy in Core Bond Plus, Core Bond, Intermediate Bond, and Long Bond portfolios. Prior to joining Wellington Management, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage-backed securities, non-dollar bonds, and investment grade credit (1996 – 2003). Prior to that, he worked at both The Boston Company and Shearson Lehman Brothers in Fixed Income Portfolio Management and Trading (1988 – 1996). Joe earned his MBA, magna cum laude, from Babson College (Olin, 2001) and his BS in finance from Ithaca College (1987). Additionally, Joe holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Mark D. Mandel | Senior Vice President | 2014 | 2019 |
| 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. | ||
| Cheryl M. Duckworth | Portfolio Manager | 2014 | 2018 |
| Biography | Cheryl is the associate director of Global Industry Research, an investment group comprising senior fundamental research analysts and the various functions that support bottom-up analyses, stock picking, and investment across a universe of publicly traded equity securities. In this capacity, she helps lead a management team responsible for nearly 100 professionals who track more than 4,500 stocks and directly manage more than $100 billion of client assets. She also oversees the firm’s suite of diversified and sector analyst-managed investment approaches and acts as a representative for these products with clients and prospects. In 2013, Cheryl moved to Asia to oversee the firm’s equity investment resources across the region. In addition, she oversees the operation of the Singapore office in her capacity as head of Wellington Management Singapore Pte Ltd, the Singapore-based affiliate of Wellington Management Company LLP. Prior to joining Global Industry Research in 2003, Cheryl was the director of International/Global Equity Product Management, working with investment groups to design and develop international and global equity products. Before joining Wellington Management in 1994, she gained experience in the investment industry at Massachusetts Financial Services (1988 – 1992). Cheryl received her MS from the Massachusetts Institute of Technology (Sloan, 1994) and her BA in economics and art history, cum laude, from Duke University (1988). Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Lucius T. Hill | Senior Vice President | 2014 | 2016 |
| Biography | Lucius T. (L.T.) Hill, Ill is Senior Vice President, Partner, and Fixed Income Portfolio Manager, and is involved in portfolio management and securities analysis. L.T. is a fixed income portfolio manager on the US Broad Market Team. He leads the specialist team responsible for the development of interest rate and yield curve strategies. He is also a long-standing member of the Corporate Bond Strategy Group. Prior to joining the Wellington Management Co LLP. in 1993, L.T. was a corporate bond trader at C.S First Boston Corporation (1986 — 1991) and a money market trader at Dean Witter Reynolds (1983 — 1986). L.T. holds his MBA from Columbia University (1993) and his BA in economics and political science from Yale University (1983). | ||
| Bob Miller | Managing Director | 2011 | 2014 |
| Biography | Bob Miller, Managing Director, is head of Americas Fundamental Fixed Income within BlackRock's Global Fixed Income group and a member of the Global Fixed Income Executive Committee. He is a portfolio manager of BlackRock's Core Bond, Total Return, and Strategic Income Opportunities Funds. Prior to joining BlackRock in 2011, Mr. Miller was a co-founder and partner at the Round Table Investment Management Company, a multi-strategy, research-based investment company, where he managed a global macro strategy. Previously, Mr. Miller spent 20 years at Bank of America, where he served in a variety | ||
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