Special U.S. Mid Cap Value Equity

The investment team constructs a diversified mid-cap equity portfolio using a disciplined investment process that combines rigorous research with a certified public accountant's (CPA's) accounting insight to uncover underappreciated and misunderstood high-quality companies. With 85% of the portfolio invested within the market-cap range of the Russell Midcap® Value Index, this strategy incorporates quantitative screens as well as fundamental analysis, focusing on several key factors:

  • Solid assets and balance sheet
  • Good industries
  • Manageable debt
  • Cash flows

Companies are valued on an intrinsic value basis while monitoring the risk/reward payoff in order to manage total portfolio volatility. The team, which is led by two CPAs, seeks to deliver above-average long-term results, and returns are maximized by optimizing price (valuation) and time (market sentiment).

Strategy details

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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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