Viewpoints by G. Thomas Levering, Portfolio Manager at Wellington Management

An analyst and portfolio manager in Wellington’s global industry research group, Tom specializes in global utilities and related energy infrastructure, conducting fundamental investment analysis on the companies within this group. He has studied this segment of the market for over two decades and applies that expertise in managing portfolios focused on companies that possess competitive advantages by owning and operating long-lived physical assets. Prior to joining Wellington in 2000, he worked at McKinsey and, prior to that, at Northbridge. Tom earned a B.A. from Harvard University and an M.B.A. from the University of Pennsylvania.
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How investing in infrastructure may stabilize your portfolio
See how infrastructure investing—utilities, energy, telecoms, REITs, and industrials—helps turn life’s necessities into a stabilizing force for portfolios.
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Help hedge inflation and interest-rate risk with enduring assets
After lying dormant for the last decade, inflation and interest-rate risk have risen, returning to the investment conversation. See how to prepare your portfolio.
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Infrastructure and other enduring assets complement stocks and bonds
Compelling investment opportunities have become harder to find. See why infrastructure and other enduring assets, such as water networks, power plants, and pipelines, are worth a closer look today.
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A marathon, not a sprint: assessing the opportunity in enduring assets
Utilities and other enduring assets may lack flash, but an array of resilient characteristics makes them worthy of consideration as a complement to other investments in a diversified portfolio.
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