EverKey Focused Global Equity

The EverKey Focused Global Equity strategy seeks long-term capital appreciation by investing in nonconsensus, all-cap global stocks that are trading below the team's proprietary valuation. The team's investment approach is based on a rigorous four-step investment process:

  1. Identify—systematic identification of undervalued, nonconsensus investment ideas
  2. Analyze—intensive bottom-up fundamental research using our normalized approach to analysis
  3. Recommend—stock selection in keeping with the core investment philosophies
  4. Portfolio—active portfolio and risk process to ensure prudent exposures and risks

Strategy details

Note: CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.


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.

© 2006 - 2017 Wells Capital Management. All rights reserved.

Wells Capital Management® is a registered service mark of Wells Fargo & Company.