Wells Fargo Specialized Technology Fund - Keywords

 

INVESTMENT FOCUS

  • Technology Leaders
  • Mid-Cap High Growth
  • Cloud Computing
  • Semiconductor Cycle
  • Enterprise Technology

INVESTMENT PHILOSOPHY

  • Global Approach
  • New and Lower-Cost Technology

INVESTMENT PROCESS

  • GARP
  • Broader Definition
  • Stock Pickers
  • Thematic Investing
  • Path and Size of Profitability

RESEARCH PROCESS

  • Fundamental Analysis
  • Forecasted Earnings Revenue Model
  • Alpha Generation Focus
  • Subsector Drilldown

PORTFOLIO CONSTRUCTION

  • Team Based Process
  • Benchmark Aware

RISK CONTROL

  • Price Sensitive
  • Cash
  • Position Size
  • Deep Research Driven