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You are here: Manager factsheet

Alan Hsu

Wellington Management Funds
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Manager profile
Alan has been dedicated to climate-change-based investing for over a decade. He is the lead portfolio manager for our market-neutral and long-only climate approaches that seek to identify the risks and opportunities posed by the physical and transition risks of climate change that are driving the need for mitigation and adaptation solutions. Alan is supported by Wellington's independent climate, fundamental, ESG, and macro research in addition to partnerships with the Woodwell Climate Research Center and the MIT Joint Program on the Science and Policy of Global Change to help us further understand the risks and opportunities of climate change from a physical and transition risk perspective. He works in our Boston office.
Total return for Alan Hsu
Discrete calendar year performance : Alan Hsu

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Alan Hsu 13.5 -1.0 6.8 41.7 8.4 4.1 - - - -
Peer Group Composite 13.9 1.5 2.2 23.9 9.2 4.9 - - - -
Over / Under -0.4 -2.5 4.6 17.8 -0.8 -0.8 - - - -
Performance vs peer group composite: Alan Hsu
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
Overall markets
Outperformed peer group composite
2 years
out of a possible 6
Overall markets
Underperformed peer group composite
4 years
out of a possible 6
Rising markets
Outperformed peer group composite
2 years
out of a possible 6
Falling markets
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Wellington Climate Strategy Lead manager FO Equity - Ethical since Nov 07 2018 to present
Funds managed previously
Fund Periods
Wellington Climate Market Neutral since Oct 01 2021 to Nov 30 2023
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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