Managed by Wellington Management Company LLP (Since 9/20/2005)

Wellington Management Company LLP is one of the world’s largest independent investment management firms. Their private ownership model provides stability, allows them to focus on long-term results, aligns their interests with those of their clients, and helps them to recruit and retain outstanding talent. Wellington Management’s only business is managing money for their clients, allowing them to concentrate on the goal of exceeding investment and service expectations. They have built their organization to foster healthy debate, diversity of thought, and the free exchange of ideas – conditions they believe are essential for informed investment decision making.

Manager Profiles

portrait of Stephen Mortimer

Stephen Mortimer

Senior Managing Director and Equity Portfolio Manager

Mr. Mortimer is an equity portfolio manager and a member of the Capital Appreciation and Growth Opportunities teams at Wellington Management. His primary responsibility is managing equity multi cap and mid cap growth portfolios. He draws on research provided by the firm’s regional and global industry analysts as well as his own fundamental analysis. Mr. Mortimer also utilizes his expertise in consumer and technology stocks to support other portfolios managed by the Growth Opportunities team.

Prior to joining the firm in 2001, Mr. Mortimer worked at Vinik Asset Management in Boston, where he was an equity analyst responsible for the software and retail sectors (1998-2000). Prior to that, he worked as a research analyst at Colonial Management (1997-1998) and at Standish, Ayer, and Wood (1996).

Mr. Mortimer received his MBA from the University of Rochester (Simon, 1997). He also received his BA, cum laude in economics from the University of Rochester (1995).

portrait of Mario E. Abularach, CFA, CMT

Mario E. Abularach, CFA, CMT

Senior Managing Director and Equity Research Analyst

Mr. Abularach is an equity research analyst and a member of the Capital Appreciation and Growth Opportunities teams at Wellington Management. Mr. Abularach helps manage several of the firm’s growth portfolios. He conducts fundamental analysis and makes buy/sell recommendations to portfolio managers based on his findings and market conditions.

Prior to joining Wellington Management in 2001, Mr. Abularach was a research analyst at JLF Asset Management, a New York-based hedge fund (2000). Before that, Mr. Abularach worked as an investment analyst for GTCR Golder Rauner, a private equity firm, in Chicago (1997-1999). From 1996 to 1997, he worked in the Investment Banking Group at Alex Brown & Sons in Baltimore and previously, at Smith Barney in New York (1994-1995).

Mr. Abularach received his MBA from Harvard Business School (2001), and his BS in mechanical engineering from Yale University (1994). He is a CFA® charterholder, holds the Chartered Market Technician designation, and is a member of the Boston Security Analysts Society, the CFA Institute, and the Market Technicians Association.

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