Wellington Square¹

Wellington Square is an independent, employee-owned investment manager specializing in fixed income and credit. The firm’s investment team possesses deep fundamental credit experience across the entire fixed-income spectrum and operates with a culture that promotes the free exchange of ideas.

Members of the investment team have worked internationally and have track records managing institutional and retail mandates.

Wellington Square is committed to minimizing risk in client portfolios while also aiming to deliver attractive long-term returns. The firm believes in generating alpha by avoiding major drawdowns, and builds diversified portfolios using a proven, repeatable investment process.

¹Wellington Square refers to Wellington Square Capital Partners Inc. (sub-advisor) and Wellington Square Advisors Inc. (sub-sub advisor).

Funds managed

• IA Clarington Core Plus Bond Fund
• IA Clarington Core Plus Bond GIF
• IA Clarington Floating Rate Income Fund
• IA Clarington U.S. Dollar Floating Rate Income Fund

Portfolio managers