Tue, Jul 21, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Wellington hires the five-person investment team from Shelter Haven to add hedge fund capabilities

Wednesday, February 16, 2022

Laxman Pai, Opalesque Asia:

The investment management firm Wellington Management is hiring the five-person investment team from Shelter Haven Capital Management, a market-neutral long/short equity hedge fund manager, to join the firm's $32.1 billion alternative investments unit.

Shelter Haven was founded in 2017 by Jerry Kochanski, an experienced alternatives portfolio manager, and currently oversees approximately US$350 million in client assets across separate accounts and commingled funds.

Shelter Haven's team of five investment professionals includes Hedge Fund Analysts Ross Hammer and Michael Yuan, and Research Associates Julia Karl and Alan Zhang, who will all be joining Mr. Kochanski at Wellington on 1 March. The manager that primarily focuses on small and mid-cap companies in the technology, media, telecom, and consumer sectors will close before the end of the year.

"This exciting development represents a unique opportunity for Wellington to expand our alternatives capabilities with an experienced investment team and an established client base," said Christopher Kirk, Senior Managing Director, Wellington Alternative Investments. "The market neutral strategy also aligns well with our alternatives priorities and demand from our clients."

The Shelter Haven team will continue to manage the same market-neutral, highly idiosyncratic investment strategy at Wellington. The strategy focuses on delivering returns that are uncorrelated with market betas, a......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Nvidia extraordinary growth and the challenge of sustaining demanding valuations over time[more]

    Antonio Di Giacomo, Senior Market Analyst at XS.com, writes: Nvidia has established itself as one of the most extraordinary growth companies in the global technology sector. Over the past two fiscal years, its revenues have risen from levels close to $60 billion annually to well above $120 billi

  2. Secondaries take center stage: What the 2026 PE landscape means for GPs and investors[more]

    Matthias Knab, Opalesque for New Managers: The 2026 edition of Dechert's Global Private Equity Outlook - "Signs of a Gradual Thaw" - marks a notable shift in industry sentiment. After years of compr

  3. And, finally: Time to share it with the people[more]

    From Newsoftheweird: Leavenworth, Washington, has become a tourist destination because of the Bavarian theme businesses have adopted there, NPR reported. One shop, the Leavenworth Nutcracker Museum, houses the world's largest nutcracker collection, thanks to 101-year-old Arlene Wagner. Wagner sta

  4. Opalesque Exclusive: Private Markets Evergreen Funds - An Insider's View[more]

    Matthias Knab, Opalesque for New Managers: Private Markets Evergreen Funds: What Investors Need to Know Before They Dive In The democratization of private markets is well underway. Structural barriers t

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m