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
31 years industry experience
Nassau, Bahamas and New York, NY

Team location

Nassau, Bahamas
New York, NY

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