Trevor Frankel

Analyst-Equity at

Wellington Management Co. LLP

Finance

Consumer Services

Profile

Trevor G.
Frankel is currently an Equity Research Analyst at Wellington Management Co. LLP, starting in 2024.
Formerly, Mr. Frankel was an Equity Analyst at Boston Partners Global Investors, Inc. from 2015 to 2024 and an Analyst at Federated MDTA LLC.
Education includes an undergraduate degree from Harvard University conferred in 2009 and an MBA from MIT Sloan School of Management conferred in 2014.

Trevor Frankel 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	2023-12-31

All active positions of Trevor Frankel

Former positions of Trevor Frankel

Companies	Position	End
Boston Partners Global Investors, Inc. Boston Partners Global Investors, Inc. Investment ManagersFinance Boston Partners specializes in actively managed value equity and long/short equity investing. The firm offers market capitalization focused, concentrated, international, global, and emerging markets strategies. Their investment process is grounded in bottom-up fundamental analysis. Additionally, a strict sell discipline is employed when an investment reaches market valuation, or if business fundamentals weaken or if the catalyst reverses.	Analyst-Equity	2023-12-31
Federated MDTA LLC Federated MDTA LLC Investment ManagersFinance MDT Advisers employs fundamental analysis and uses bottom-up stock selection with a disciplined quantitative process. The process selects stocks based on fundamental variables, controls risk through diversification constraints, and controls turnover by considering the impact of trading costs. The firm provides equity advice, rather than fixed income or money market investment strategies.	Analyst-Equity	-

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Linked companies

Private companies	5
Federated MDTA LLC Federated MDTA LLC Investment ManagersFinance MDT Advisers employs fundamental analysis and uses bottom-up stock selection with a disciplined quantitative process. The process selects stocks based on fundamental variables, controls risk through diversification constraints, and controls turnover by considering the impact of trading costs. The firm provides equity advice, rather than fixed income or money market investment strategies.	Finance
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
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boston Partners Global Investors, Inc. Boston Partners Global Investors, Inc. Investment ManagersFinance Boston Partners specializes in actively managed value equity and long/short equity investing. The firm offers market capitalization focused, concentrated, international, global, and emerging markets strategies. Their investment process is grounded in bottom-up fundamental analysis. Additionally, a strict sell discipline is employed when an investment reaches market valuation, or if business fundamentals weaken or if the catalyst reverses.	Finance
MIT Sloan School of Management MIT Sloan School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services