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
Lead Portfolio Manager
32 years industry experience
VenkateshwarVenkateshwar "Venk" Lal
Associate Portfolio Manager
27 years investment experience
Nassau, Bahamas and New York, NY

Team location

Nassau, Bahamas
New York, NY

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