EverKey Global Equity Team

  • Global perspective—the team seeks out investment opportunities anywhere in the world.
  • Value—the team invests in nonconsensus stocks that are trading at compelling valuations based on the team's research.
  • Fundamental research—rigorous research is conducted to determine long-term earnings power and the risk/reward of a company.
  • Patience—a long-term perspective allows the team to invest when it is unpopular and profit when investments become popular; it seeks to filter out the short-term noise of the markets and enhance its conviction levels.

Portfolio management team

Dale A. Winner, CFADale A. Winner, CFA
Co-Portfolio Manager
30 years industry experience

Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. WFAM includes but is not limited to Analytic Investors, LLC; ECM Asset Management Ltd.; First International Advisors, LLC; Galliard Capital Management, Inc.; Golden Capital Management, LLC; The Rock Creek Group, LP; Wells Capital Management, Inc.; Wells Fargo Asset Management Luxembourg S.A.; Wells Fargo Funds Distributor, LLC; and Wells Fargo Funds Management, LLC.

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