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The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in equity securities. The advisor may invest in stocks within a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Index as selected by the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund may invest up to 20% of its net assets in the securities of foreign issuers and non-dollar securities.
Name | Title | Since | Until |
---|---|---|---|
Peter C. Fisher | Senior Managing Director | 2020 | Now |
Biography | Peter C. Fisher Senior Managing Director, Partner, and Equity Portfolio Manager Peter is a portfolio manager on the Dividend Growth Team. He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He manages the Global Dividend Growth approach and works closely with Don Kilbride on other Dividend Growth approaches. He works in our London office. Prior to joining Wellington Management in 2005, Peter worked as an equity research analyst at MFS Investment Management, where his coverage included the consumer staples, energy, and technology sectors (2000 – 2005). Peter earned his MBA from the University of Chicago (2000) and his BA in economics from Davidson College (1993). | ||
Donald J. Kilbride | Portfolio Manager | 2012 | Now |
Biography | Donald J. Kilbride Senior Managing Director, Partner, and Equity Portfolio Manager Don is a portfolio manager in Global Equity Portfolio Management on the Quality Equity team. He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. Don currently manages Wellington's Dividend Growth and related approaches focusing on large-cap, quality companies with a value orientation. Prior to joining Wellington Management in 2002, Don was a senior investment analyst and director of Non-Technology Research at Greenberg-Summit Partners; his coverage area included energy, basic materials, financial services, aerospace/defense, and transportation (2001 – 2002). He also worked for six years as the director of US Equity Research at The Boston Company (1996 – 2001). Don received his MBA from the University of North Carolina’s Kenan-Flagler Business School (1991) and his BA from the College of the Holy Cross (1986). | ||
Peter I. Higgins | Equity Portfolio Manager | 2005 | 2012 |
Biography | Peter I. Higgins, CFA, Senior Vice President and Equity Portfolio Manager of Wellington Management. He has worked in investment management since 1988; has managed investment portfolios since 1995; has been with Wellington Management since 2005; and has managed the Fund since 2008. Prior to joining the firm in 2005, Peter worked at The Boston Company Asset Management (TBCAM) for 17 years (1988 — 2005). Education: B.S. and B.A., University of Pennsylvania; M.B.A., The Wharton School of the University of Pennsylvania. | ||
Steven T. Irons | Senior Vice President | 2005 | 2012 |
Biography | Irons is a senior vice president of Wellington Management and joined as an investment professional in 1993. | ||
Saul J. Pannell | Portfolio Manager | 2005 | 2006 |
Biography | Saul J. Pannell, CFA, is Senior Vice President, Partner, and Equity Portfolio Manager at Wellington Management. His career at Wellington Management began in 1974 and as a global industry research analyst specializing in a number of industries, particularly aerospace and electrical equipment. . Saul received his MBA from Harvard Business School (1974) and his AB in economics, cum laude, from Harvard College (1972). In addition to holding the Chartered Financial Analyst designation, Saul is a member of the Boston Security Analysts Society and the CFA Institute. | ||
Maya K. Bittar | Portfolio Manager | 2001 | 2006 |
Biography | Ms. Bittar has more than 30 years of experience in the financial services industry with over 20 years as a Portfolio Manager. She specializes in personalized portfolio management for Madison’s private clients and co-manages the firm's Disciplined Equity strategy. Prior to joining Madison in 2018 as a member of the U.S. equity team, Ms. Bittar previously worked as a multi-sector analyst at Artisan Partners and as a Portfolio Manager at Wellington Management. Ms. Bittar began her career at U.S. Bank, first as a credit analyst and, later, a portfolio manager of a growth and income fund. | ||
Rand L. Alexander | Senior Vice President and portfolio manager | 1992 | 2006 |
Biography | Alexander is a senior vice president and portfolio manager with Wellington Management Company, his employer since 1990. Previously, he spent nine years as a portfolio manager with Putnam Management. Alexander began his investment career in 1976 with Fayez Sarofim & Company. Alexander holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. |
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