Print this article

Wellington Management Recruits Hedge Fund Team

Editorial Staff

16 February 2022

Wellington Management, which oversees $1.4 trillion on behalf of clients such as family offices, institutions and other clients, recruited the investment team of Shelter Haven Capital Management to boost its alternative assets capabilities. 

The team, founded in 2017, is a market neutral, long/short equity manager that primarily focuses on small and mid-cap companies in the technology, media, telecom and consumer sectors. 

The terms of the deal between Wellington and Shelter Haven were not disclosed.  

Shelter Haven, which was founded by Jerry Kochanski, an alternatives portfolio manager, oversees approximately $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 Kochanski at Wellington on March 1. The 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 moves.

The team will maintain an investment office in Summit, New Jersey.