Wells Fargo Enterprise Fund - Keywords


INVESTMENT FOCUS

  • Mid Cap Growth
  • Non-formulaic Approach Leading to Non-consensus ideas
  • Growth Analysis
  • Growing List of Customers and Services
  • Mid Cap Growth Companies with Widening Customer and Services Base

RESEARCH PROCESS

  • Fundamental Analysis
  • Return on Capital
  • Fundamental Momentum
  • Deep Dive Research
  • Exploiting Future Growth Mis-pricing by Market
  • Upside Downside Ratio

RISK CONTROL

  • Risk Reward Analysis
  • Idiosyncratic Risk
  • Risk Analysis Review
  • Position Size
  • Deep Research Driven
  • Downside Control
  • Valuation Sensitive
  • Balancing Risk Between Idiosyncratic and Secular Growth Stocks
  • Risk|Reward Ratio Focused
  • Managing Risk at Every Step of Investment Process

INVESTMENT PROCESS

  • Company-by-Company
  • Bottom-Up Selection
  • Qualitative Analysis
  • Price Conscious
  • Studying Great Businesses
  • Ideas Ranking Based on Future Growth Potential

PORTFOLIO CONSTRUCTION

  • Diversified
  • Benchmark Aware
  • Team Based Process
  • Collaborative
  • Diversified across Sectors

INVESTMENT PHILOSOPHY

  • Seeking Consistent Returns
  • Long-Term Investor
  • Quality Focus
  • Research Driven
  • Disciplined Investing
  • Patient Investor
  • Active Manager with Consistent Long Term Compounding Approach