About Wellington Capital Group

OUR PHILOSOPY

Wellington Capital Group are firm believers in careful due diligence and thorough fundamental analysis. We employ technical analysis as a secondary measure to confirm equity selections and for matters of timing. We screen all sectors from small to large cap companies for well-priced stocks with strong upward potential. On occasion, we come across special situations that present the opportunity for more aggressive growth. Such opportunities go through a rigorous screening process before being presented to clients, where appropriate within their investor profile.

One of the key factors in our successful track record has been taking the perspective that we are buying a business, not just buying a stock. The popularity of market sectors and the latest investment darlings are constantly in flux. Experience has taught us that the most effective long term investment strategies are based on finding great companies with solid financials and steady management that are undervalued and ideally in defensive sectors. Over the long term, maintaining this discipline has created strong and steady returns for our valued clientele.

Fundamentally, Wellington Capital Group could be described as conservative growth investors. We actively seek out high quality companies that are trading at attractive prices and have solid, long term potential.

RISK MANAGEMENT

Risk Management is a cornerstone of Wellington Capital Group and has been since our inception. Our company is employee owned and managed, and everyone has a vested interest in protecting our firm, our reputation, and most importantly, our clients. The foundation of effective risk management is having formal internal controls. We have a dedicated Risk Management Committee that regularly reviews individual portfolio construction, trading patterns, internal compliance and information technology and security. The head of the Risk Management Committee reports weekly to Senior Management and we have systems in place to attend to any issues and concerns that arise from both the Committee and any and all members of our staff.
❝ We’ve been working with Wellington Capital Group for almost ten years now and are confident to recommend them. Their service is excellent. They explain things in terms we can understand and give us time to make decisions so we never feel pressured. Our communication is always timely and clear, whether it’s written statements, replying to emailed questions or just being available on the telephone. Their research is reliable and most importantly our returns have been excellent. As our trust has grown over time we’ve built a friendship as well as a partnership. ❞
Jacques Retired Engineer
Jacques
❝ Having spent my career living in several locations around the world and travelling extensively, I appreciate common sense and direct communication. I can count on Wellington Capital to give me reliable investment advice about international capital markets and to steward my portfolio through the inevitable choppy waters for steady returns. As my life circumstances have changed, they have been sensitive and attentive in changing my investment strategies and looking after things. I’m confident in in Wellington Capital and in the investments they have selected for me. ❞
OliverRetired Diplomat
Oliver
❝ Always pleased with the attentive service and personal touch from my Wellington advisor and his assistant. They’re responsive to my needs and I can count on them for sound advice.❞
DavidSmall Business Owner
David
❝ Smart people who are old hats in managing the complexity of our financial situation that spans three continents. Our Wellington advisor is particularly cooperative with our trust lawyer and tax specialist and bends over backwards to accommodate their requests. I feel like I have a solid team looking out for our interests, which lets me sleep at night and stay focused on a demanding job. ❞
KatsuoV.P. Global Marketing
Katsuo

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  • Wellington Capital Group
    Atago East Building 3-16-11, Nishishinbashi, 12th Floor Minato-ku Tokyo, Japan
  • +81-3-4578 0348
  • info@wellington-capital-group.com
  • 159-1 Samsung-dong Trade Tower 27th Floor Gangnam-gu Seoul, 135-729 South Korea
  • +822 6410 8010

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