Wellington Management
also referred to as: wellington management company
3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement May 18, 2026 by David Rosenthal · said 66 times in 1 episodes since 2026 · across every show →
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brought up most by David Rosenthal (60), Ben Gilbert (6)
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Everything said about Wellington Management, oldest first
May 18, 2026 positive
Jack Bogle proposed mutualizing Wellington's funds to operate at cost
“Well, so Jack's Jerry Maguire moment here is he gives a speech to the whole firm where he throws out this idea that, hey, maybe we should actually mutualize
The firm's funds.
Dissolve the management company or have the fund itself acquire the management compan…”
May 18, 2026 positive
May 18, 2026
Balanced mutual funds fell from 40% market share to under 1% by 1975
“Before the go-go era, that balanced style was 40% of the entire fund market in 1955. That had declined by 1965 all the way down to 17% and would just keep dropping. By 1975, 10 years after that, it was down to less than one percent of the entire market.”