In conversation: Wellington Management on sourcing alpha amid market concentration
AsianInvestor - Knowledge Hub

In conversation: Wellington Management on sourcing alpha amid market concentration

2025-09-11

How can investors tackle a landscape of volatile markets, concentrated benchmarks and stock dispersion? Watch this video and read the views of Wellington Management’s Edward Baldini, portfolio manager, and Philip Li, investment director, on the importance of security selection in creating more potential for outperformance than sector allocation.

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