Steve Mortimer

Analyst-Equity at

Wellington Management Co. LLP

Finance

Consumer Services

Profile

Mr. Stephen C.
Mortimer is a Senior Managing Director & Equity Portfolio Manager at Wellington Management Co. LLP.
He joined the firm in 2001 and 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, Mr. Mortimer previously worked at Vinik Asset Management in Boston, where he was an Equity Analyst responsible for the software and retail sectors from 1998 up to 2000).
Prior to that, he worked as a Research Analyst at Colonial Management from 1997 up to 1998) and at Standish, Ayer, and Wood in 1996.
He received his MBA from the University of Rochester, Simon in 1997 and also received his BA, cum laude, in Economics from the University of Rochester in 1995.

Steve Mortimer active positions

Companies	Position	Start
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.	Analyst-Equity	01/01/2001

All active positions of Steve Mortimer

Former positions of Steve Mortimer

Companies	Position	End
Vinik Asset Management LP Vinik Asset Management LP Investment ManagersFinance Vinik Asset Management follows a momentum strategy, buying stocks showing strong upward movement. They take large stakes in companies not based on research or fundamentals but on trading strategies.	Analyst-Equity	31/12/2000
Colonial Management LLC Colonial Management LLC Real Estate DevelopmentFinance Provides property management services	Corporate Officer/Principal	31/12/1997
Standish Mellon Asset Management Co. LLC Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time.	Corporate Officer/Principal	31/12/1996

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Linked companies

Private companies	6
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.	Finance
Rochester Christian University Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Standish Mellon Asset Management Co. LLC Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time.	Finance
Vinik Asset Management LP Vinik Asset Management LP Investment ManagersFinance Vinik Asset Management follows a momentum strategy, buying stocks showing strong upward movement. They take large stakes in companies not based on research or fundamentals but on trading strategies.	Finance
University of Rochester Simon Business School University of Rochester Simon Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Colonial Management LLC Colonial Management LLC Real Estate DevelopmentFinance Provides property management services	Finance