Special U.S. Small Cap Value Equity

The investment team constructs a diversified small-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. The strategy buys companies with a market capitalization of less than $2 billion and 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 includes two CPAs, seeks to deliver above-average long-term results, and returns are maximized by optimizing price (valuation) and time (market sentiment).

Strategy details

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

For an accessible version of any PDF listed on this page, please follow the instructions on our accessibility commitments page or contact our ADA Comment line
at 1-877-644-7819.

© 2018 Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker/dealer and Member FINRA). Associated with WFAM is Galliard Capital Management, Inc. (an investment advisor that is not part of the WFAM trade/GIPS firm).

© 2006 - 2018 Wells Capital Management. All rights reserved.

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