Gregory J. Garabedian, Senior Managing Director and Equity Portfolio Manager. Greg is an equity portfolio manager on the Opportunistic Value Team. He manages equity assets on behalf of clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Mid Cap Value and Select Mid Cap Value portfolios. Previously, Greg was an equity research analyst on the Opportunistic Value Team, responsible for conducting fundamental analysis on global equity investments in the insurance, industrials, capital goods, and agricultural industries.

Mark S. Goodman, CFA, Managing Director and Equity Research Analyst of Wellington Management, has served as a portfolio manager for the Fund since 2024 and has been involved in securities analysis for the Fund since 2019. Mr. Goodman joined Wellington Management as an investment professional in 2019. Prior to joining Wellington Management, Mr. Goodman was an investment professional with Chartwell Investment Partners (2007 –  2019), Endowment Capital Group (2003 –  2007), and Merrill Lynch Investment Managers (2000 –  2003).