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  2. Wellington Fund - Wikipedia

    en.wikipedia.org/wiki/Wellington_Fund

    The Wellington Fund was the first balanced mutual fund in the United States, and is one of the oldest surviving mutual funds. It was established in 1928 by Walter L. Morgan with $100,000 raised from relatives and business people in Morgan's home state of Pennsylvania.

  3. Wellington Management Company - Wikipedia

    en.wikipedia.org/wiki/Wellington_Management_Company

    The Wellington Management Foundation, a charitable fund with an educational focus, was founded in 1992. Through its annual grant-making program, the Foundation currently supports programs and organizations in nine regions, including Philadelphia, that improve the education and educational opportunities of economically disadvantaged youth. [14]

  4. Walter L. Morgan - Wikipedia

    en.wikipedia.org/wiki/Walter_L._Morgan

    Walter L. Morgan (July 23, 1898 – September 2, 1998) was the founder of the Wellington Fund, the first balanced mutual fund in the United States and one of the oldest surviving mutual funds. Morgan was born in Wilkes-Barre, Pennsylvania , where he prepared at The Hillman Academy.

  5. John C. Bogle - Wikipedia

    en.wikipedia.org/wiki/John_C._Bogle

    Bogle persuaded Wellington to change its strategy of concentrating on a single fund and to create a new fund. Eventually he succeeded, and the new fund became a turning point in his career. After successfully climbing through the ranks, Bogle replaced Morgan as chairman of Wellington's mutual funds in 1970 [ 10 ] but was later fired for an ...

  6. Exclusive: Hedge fund Citadel's commodity investments ... - AOL

    www.aol.com/news/exclusive-hedge-fund-citadels...

    Citadel's flagship Wellington fund, which practices a multi-strategy array of investments on stocks, bonds, commodities and other securities using teams of traders, is up by 21.2% this year ...

  7. Billionaire Ken Griffin Snaps Up These 3 “Strong Buy” Stocks

    www.aol.com/news/billionaire-ken-griffin-snaps-3...

    As fears of a tech bubble and stretched valuations become the talk of the town, investors are turning to Wall Street titans for guidance, namely Ken Griffin. Founding hedge fund Citadel in 1990 ...

  8. Citadel LLC - Wikipedia

    en.wikipedia.org/wiki/Citadel_LLC

    Citadel LLC (formerly known as Citadel Investment Group, LLC) is an American multinational hedge fund and financial services company. Founded in 1990 by Ken Griffin, it has more than $63 billion in assets under management as of June 2024.

  9. Citadel's flagship fund Wellington up 0.74% in July ... - AOL

    www.aol.com/news/citadels-flagship-fund...

    NEW YORK (Reuters) -Citadel's flagship hedge fund Wellington posted a gain of 0.74% in July, a source familiar with the matter told Reuters, in a month some investors started to reduce their ...