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Julian Richard Mackay Wellesley
Analyst-Fixed Income at
Loomis, Sayles & Co. LP
Profile
Mr. Julian R.
Wellesley, CFA, is a Senior Credit Research Analyst at Loomis, Sayles & Co. LP.
He covers North American banks and asset managers.
In addition to his sector coverage, he works with fellow credit analysts and the firm’s sustainability team to ensure processes are robust and effective.
He joined the firm in 2014 as a Senior Analyst on the global equity opportunities team and then joined the credit research team in 2023.
Mr. Wellesley was a Managing Director and Financial Sector Analyst for the global equities team at UBS Global Asset Management in London.
Prior to this, he worked at Putnam Investments as an Asia-Pacific Financial Sector Analyst.
He began his investment career at Schroder Investment Management where he was a Japanese Financial Sector Analyst based in Tokyo and a global Financial Sector Analyst based in New York.
He earned a bachelor's degree from Oxford University and a master’s degree from Sheffield University.
He is a CFA charterholder.
Julian Richard Mackay Wellesley active positions
| Companies | Position | Start |
|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Analyst-Fixed Income | 31/12/2022 |
Former positions of Julian Richard Mackay Wellesley
| Companies | Position | End |
|---|---|---|
Loomis Sayles Investments Ltd.
 Loomis Sayles Investments Ltd. Investment ManagersFinance LSI looks for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients. | Portfolio Manager-Equities | 31/08/2014 |
UBS Asset Management (UK) Ltd.
 UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs. | Portfolio Manager-Equities | 30/04/2014 |
Putnam Investments Ltd.
 Putnam Investments Ltd. Investment ManagersFinance PIL offers professional, active investment management across a broad range of asset classes, including traditional long-only equity, fixed income, multi-asset income, alternative, and multi-asset class strategies. The firm’s research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. They rely significantly on research generated in-house which is tailored to the precise needs of their investment professionals. External research is also used - for example, to evaluate consensus views and to augment the research process. | Analyst-Equity | - |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Analyst-Equity | - |
Training of Julian Richard Mackay Wellesley
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
86
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs. | Finance |
Putnam Investments Ltd.
Putnam Investments Ltd. Investment ManagersFinance PIL offers professional, active investment management across a broad range of asset classes, including traditional long-only equity, fixed income, multi-asset income, alternative, and multi-asset class strategies. The firm’s research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. They rely significantly on research generated in-house which is tailored to the precise needs of their investment professionals. External research is also used - for example, to evaluate consensus views and to augment the research process. | Finance |
University of Oxford
 University of Oxford Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Sheffield
 The University of Sheffield Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Loomis Sayles Investments Ltd.
Loomis Sayles Investments Ltd. Investment ManagersFinance LSI looks for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients. | Finance |
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