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The investment seeks capital appreciation with income as a secondary goal. The fund normally invests at least 80% of its assets in a broad range of fixed income securities, including U.S. and non-U.S. government and corporate debt, mortgage-related and other asset-backed securities, loan participations, inflation-protected securities, structured securities, variable, floating, and inverse floating rate instruments and preferred stock. It will invest at least 75% of its net assets in investment grade debt securities; however, the fund has the ability to invest up to 50% of its net assets in securities rated below investment grade. It is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Marion Pelata | Portfolio Manager | 2024 | Now |
Biography | Marion Pelata Vice President and Portfolio Manager Marion is a portfolio manager and member of the Global Macro and Fixed Income Team. She manages global fixed income portfolios for clients worldwide, including central bank, sovereign wealth fund, pension fund, and mutual fund clients of the firm. She is focusing on cross-market opportunities, leveraging her programming skills to work with large data sets, and create a more robust framework which also includes ESG. Prior to joining Wellington in 2016, Marion worked at Credit Suisse in London covering interest rates and asset-backed securities strategy in developed markets. Earlier in her career, she held roles in equity research at HSBC and in economic policy at the OECD. She holds a master’s degree in mathematics and finance from the University Paris-Dauphine and a master’s degree in econometrics from the Engineering School of the National School of Statistics & Economy (ENSAE) in Paris. | ||
Martin Harvey | Vice President | 2017 | Now |
Biography | Martin Harvey, CFA, Vice President and Fixed Income Portfolio Manager with an affiliate of Wellington Management,has been involved in portfolio management since 2017 and securities analysis since 2016.Previously, Mr. Harvey served as a fixed income portfolio manager at Columbia Threadneedle Investments (2006 to 2016). Before joining the Wellington Management, Martin worked for HSBC as a research assistant to the Chief Economist. Prior to joining Wellington Management in 2014, Mr. Henry worked as a partner and portfolio manager at Tandem Global Partners (2012 to 2014), a New York-based hedge fund. Prior to that he was an executive director and proprietary trader in emerging markets at JPMorgan (2004 to 2012), specializing in relative value and arbitrage in rates and currencies. He graduated in 2006 from the University of Bath with a First Class BSc (Hons) in Economics and also holds the Chartered Financial Analyst designation. | ||
Mark H. Sullivan | Senior Vice President | 2011 | Now |
Biography | Mark H. Sullivan, CFA, CMT, Senior Managing Director and Fixed Income Portfolio Manager, has served as the Portfolio Manager of the portion of the International Fixed Income Fund's assets allocated to Wellington Management since 2017. Mark joined Wellington Management in 1999 as a project analyst in Global Relationship Management before becoming a quantitative analyst in the Fixed Income Group. Mr. Sullivan has been a member of the Global Bond team since 2002. He has been an investment professional since then. Mark received his BA from Colgate University (1999). In addition, he holds the Chartered Financial Analyst and Chartered Market Technician designations. | ||
Robert L. Evans | Director | 2011 | 2016 |
Biography | Robert L. Evans, Director, Partner, and Fixed Income Portfolio Manager. Bob is a fixed income portfolio manager and chair of Wellington Management's Global Bond Strategy Group. Prior to joining Wellington Management in 1995, Bob was a global fixed income portfolio manager for PIMCO in Newport Beach, California (1991 — 1995). Before that, Bob worked for Lehman Brothers (1985 —1990), Citibank (1981 — 1983), and Brown Brothers Harriman (1980 — 1981). Bob received his MBA from Dartmouth College (Tuck, 1985) and his BA in economics, magna cum laude, from Duke University (1980). |
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