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You are here: Manager factsheet

Steven C Angeli

Wellington Management Funds
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Manager profile
Mr. Steven C. Angeli, also known as Steve, CFA is a Senior Managing Director, Senior Vice President, and Equity Portfolio Manager since 1994 at Wellington Management Company LLP. Mr. Angeli joined the firm in 1994. He co-leads the growth opportunities at the firm. Mr. Angeli is also a member of the capital appreciation investment groups. He focuses on small- and mid-cap growth companies globally. Previously, Mr. Angeli was an Associate Analyst focusing on fixed-income securities, including debt and equity private placements at Fidelity Management and Research from 1990 to 1992. He has extensive professional experience. Mr. Angeli is a member of the CFA Institute and the Boston Security Analysts Society. He is a Chartered Financial Analyst charter holder. Mr. Angeli earned an M.B.A. from Darden Graduate School of Business at the University of Virginia in 1994 and a B.S. degree in Finance from Boston College in 1990.
Total return for Steven C Angeli
Discrete calendar year performance : Steven C Angeli

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
Steven C Angeli 26.6 - 6.0 -6.5 14.4 4.2 6.7 -0.2 24.0 9.3
Peer Group Composite 19.8 - 1.2 5.2 3.2 -1.3 -0.5 5.5 17.8 7.6
Over / Under 6.8 - 4.8 -11.7 11.2 5.5 7.2 -5.7 6.2 1.7
Performance vs peer group composite: Steven C Angeli
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
Up
Outperformed peer group composite
7 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Wellington Global Select Capital Appreciation Equity Co-managed FO Equity - International since Jul 30 2008 to present
Wellington Global Quality Growth Lead manager FO Equity - International since Jan 02 2024 to present
Funds managed previously
Fund Periods
Wellington US Cap Appreciation Equity since Jun 30 2001 to Apr 09 2017
Wellington US Equity Long-Short since May 06 2015 to Aug 24 2022
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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