|
Independent Investment Teams
We believe that our investors can best achieve their financial goals by diversifying their investments among a variety of asset classes and styles. To this end, we team up with managers across the industry that share our commitment to seeking consistent, long-term results for shareholders.
Our lineup of 125 Funds include style-pure funds managed by one subadvisor, multisyle funds managed by two or more subadvisors, and funds of funds – our Wells Fargo Advantage WealthBuilder PortfoliosSM and Wells Fargo Advantage Life Stage PortfoliosSM.
Our 15 investment teams are listed below.
Artisan Partners Limited Partnership
Milwaukee, WI
Manages several investment styles that focus on high-value-added investment strategies. Artisan Partners is a co-subadvisor to the International Equity Fund. They are also the subadvisor to the International Growth Portfolio, an underlying portfolio of our multisyle funds.
Cadence Capital Management
Boston, MA
An equity manager that follows a growth-at-a-reasonable-price approach. Cadence manages the Large Cap Appreciation Fund and is a subadvisor to the underlying portfolios of many of our multisyle funds.
Cooke & Bieler, L.P.
Philadelphia, PA
A value-style equity manager dedicated to its "high quality, low risk" methodology. Cooke & Bieler manages the C&B Large Cap Value Fund, the C&B Mid Cap Value Fund, and the Value Fund. Cooke & Bieler is a subadvisor to the underlying portfolios of many of our multisyle funds.
Galliard Capital Management, Inc.
Minneapolis, MN
Specializes in stable value and fixed-income investing. Galliard manages the Stable Income Fund and is a subadvisor to the Managed Fixed-Income Portfolio, an underlying portfolio of many of our multisyle funds.
Global Index Advisors, Inc.
Atlanta, GA
An industry leader in style and multi-asset class index design as well as development of qualitative investment management models. Global manages the Target Today Fund, the Target 2010 Fund, the Target 2015 Fund, the Target 2020 Fund, the Target 2025 Fund, the Target 2030 Fund, the Target 2035 Fund, the Target 2040 Fund, the Target 2045 Fund, and the Target 2050 Fund.
LSV Asset Management
Chicago, IL
A value-style equity manager that applies a quantitative investment approach. LSV manages the International Value Fund and is a co-subadvisor to the International Equity Fund. They also are the subadvisor to the International Value Portfolio, an underlying portfolio of many of our multistyle funds.
Matrix Asset Advisors, Inc.
New York, NY
A large cap manager that follows an opportunistic investment process. Matrix manages the Growth and Income Fund and the Large Company Core Fund.
New Star Institutional Managers Limited
London, England
Focuses on international and regional equity styles that utilize a top-down and bottom-up investment strategy. New Star manages the International Core Fund and the Overseas Fund, and is a co-subadvisor to the International Equity Fund. They also are the subadvisor to the International Core Portfolio, an underlying portfolio of many of our multistyle funds.
Peregrine Capital Management, Inc.
Minneapolis, MN
Offers fixed-income and equity portfolios through four distinct investment styles that look for dynamic, high-quality investments for the long term. Peregrine manages the Large Company Growth Fund, the Small Company Growth Fund, and the Small Company Value Fund, and is a subadvisor to the underlying portfolios of many of our multistyle funds. Three of their teams, all based in Minneapolis, provide day-to-day management of certain Wells Fargo Advantage Funds. The Growth Equity Team is comprised of John S. Dale, CFA and Gary E. Nussbaum, CFA. The Small Cap Equity Team is comprised of Robert B. Mersky, CFA, Paul von Kuster, CFA, David J. Hagen, CFA, and James P. Ross, CFA. The Small Cap Value Team is comprised of Tasso H. Coin, Jr., CFA, Douglas G. Pugh, CFA, and Jason R. Ballsrud, CFA.
RCM Capital Management, LLC
San Francisco, CA
Manages an assortment of equity products that leverage a global network of investment professionals. RCM manages the Specialized Health Sciences Fund and the Specialized Technology Fund.
Schroder Investment Management North America Inc.
New York, NY
A global asset manager recognized for its broad array of investment products. Schroder manages the Small Cap Opportunities Fund.
Smith Asset Management Group, L.P.
Dallas, TX
The Smith Group is the subadvisor of the Disciplined Growth Portfolio, an underlying portfolio of many of our multistyle funds.
SSgA Funds Management, Inc.
Boston, MA
SSgA Funds Management is the investment management division of State Street Bank & Trust Company. State Street Bank & Trust Company is a wholly owned subsidiary of State Street Corporation. SSgA is the subadvisor of the International Index Portfolio, an underlying portfolio of many of our multisyle funds. The firm is also the manager for the Diversified Stock and Diversified Fixed-Income Portfolios, the underlying equity and bond portfolios of our Wells Fargo Advantage Dow Jones Target Date Funds.
Systematic Financial Management, L.P.
Teaneck, NJ
A value-style equity manager that uses both quantitative and qualitative analysis in its investment strategy. Systematic manages the Equity Value Fund and is a subadvisor to the underlying portfolios of many of our multistyle funds.
Wells Capital Management Incorporated
San Francisco, CA, Headquarters
A subadvisor independent of Wells Fargo Advantage Funds, Wells Capital Management manages multiple investment styles across approximately 70 equity, fixed-income, asset allocation, and money markets. The following is a selected list of the investment teams at Wells Capital Management.
San Francisco, CA
Muni Fixed-Income Team, led by Stephen Galiani; High Yield Team, led by Roger Wittlin; Relative Yield Strategy Team, led by Jennifer Newell |
| |
Menomonee Falls, WI
Muni Fixed-Income Team, led by Lyle Fitterer; Taxable Fixed-Income Team, led by Lyle Fitterer; Core Equity Team, led by Richard Weiss and Ann Miletti; Multicap Growth Team, led by Thomas Ognar, Brandon Nelson, and Bruce Olson; Disciplined Value Team, led by Robert Costomiris |
| |
Denver, CO
Montgomery Small/Mid-Cap Growth Team, led by Jerome Philpott and Stuart Roberts; Asia Pacific and Emerging Markets Teams, led by Anthony Cragg |
| |
Helena, MT
Premier Value Team, led by Gary Dunn and Robert Thornburg |
| |
Indianapolis, IN
Fundamental Growth Team, led by Thomas Pence |
| |
Los Angeles, CA
Core Equity/Balanced Team, led by Allen Ayvazian |
| |
Minneapolis, MN
Money Market Team, led by David Sylvester |
| |
New York, NY
Small Cap Value Team, led by Charles Rinaldi |
| |
Walnut Creek, CA
Core Fixed-Income Team, led by William Stevens and Thomas O'Connor |
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Wells Fargo Advantage Money Market Funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
A word about risks: Stock fund values fluctuate in response to the activities of individual companies
and general market and economic conditions. Bond fund values fluctuate in response to the financial condition of individual issuers, general market and economic conditions, and changes in interest rates. In general, when interest rates rise, bond fund values fall and investors may lose principal value. Some funds, including nondiversified funds and funds investing in foreign investments, high-yield bonds, small and mid cap stocks, and/or more volatile segments of the economy, entail additional risk and may not be appropriate for all investors. Consult a Fund's prospectus for additional information on these and other risks.
Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
|
