Wellington Management

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Feb 4, 2009 9:53 am

Anybody have any opinion on their performance as a money manager, or on their model?

Feb 4, 2009 9:55 am

I think they are excellent. 

Feb 4, 2009 10:39 am

They are one of the best.  IMHO.  I think you can credit it to their model, their focus, etc.  I look at them the way I look at shops like American Funds, Dodge & Cox, etc.  Privately held, lots of insider ownership, etc. 

Feb 5, 2009 10:39 am

Vanguard uses them.  I would imagine a place like that would have gone out to find the best there is. 

 
It might just be wholesaler smoke, but mine says that Hartford pays their Wellington folks better than Vanguard does, so all the really good ones work for Hartford.  Like I said, could just be wholesaler smoke, but it plays well with prospects.
Feb 5, 2009 10:48 am

That's odd.  Wouldn't there just be a management fee of some sort paid to Wellington on the assets they subadvise?

Feb 6, 2009 9:57 pm

My Jones trainer used to tell clients that asked about Vanguard funds that he could do Hartford instead which was like buying a Kenmoore washer instead of Maytag (or something like that). Hartford funds always used to be too expensive, so they've fallen off my radar.

Feb 7, 2009 4:38 pm

Blue horseshoe loves Hartford.