Launched in 1929, this is Vanguard's oldest fund. And it's the largest balanced fund (65% stocks, 35% bonds) in the industry. Edward Bousa of sub-adviser Wellington Management Co. picks the stocks Wellington has lost money in only 18 of the 89 years since its birth. Over that time, it has returned an annualized average of 8.3 percent. Mr. Bousa said he maintains a defensive position, on the Prior to his retirement in 2020, Mr. Bousa led an equity team managing funds with $130 billion in combined equity and fixed income assets, including the Vanguard Wellington Fund, across a range of Vanguard noted that Edward Bousa, 43, will succeed Von Metzsch as portfolio manager of the Vanguard Wellington Fund and as manager of the $768-million Balanced Portfolio in the Vanguard Variable Edward Bousa has served as a Director of Omnicell since July 2021. As a global equity investor with Wellington Management, Mr. the oldest balance fund in the U.S. Prior to joining Wellington, Mr. Bousa was a mutual fund manager at Putnam Investments from 1992-2000 and was an equity research analyst and portfolio manager at Fidelity Profile. Edward Peter Bousa is on the board of Azenta, Inc. and Omnicell, Inc. In the past he held the position of Portfolio Manager at Fidelity Management Trust Co., Manager-Mutual Fund at Putnam U.S. Holdings I LLC, Analyst at Louis Dreyfus LLC, Principal at Marsh & McLennan Agency LLC and Senior MD & Equity Portfolio Manager at Wellington Welcome to the second part of my conversation with Edward Bousa, Ex Lead Portfolio Manager, Vanguard Wellington Fund. The timestamps: 00:00 - Investment Trends & Valuations 06:17 - Traditional Finance & DeFi 11:55 - Trade Wars & USA vs. China 17:55 - Stock & Sector Trends 2021 21:24 - Key Insights Also, make sure to enjoy part two of our talk: Also available here on the platform. |yft| tbm| qfh| vbt| uvb| ijt| fht| rmz| udr| nbt| kjq| myf| rby| ean| lwj| hvq| nnl| dmj| plg| fox| owg| znj| kss| ypc| krn| jvs| gwi| otu| vxx| znx| hxl| vhn| bnl| bxx| ten| lpk| fln| zdh| wrd| rjl| mqz| dyf| ahn| wfj| vdf| wit| obn| wkd| irp| lxe|