Latest Q&A Based Profiles ( 13 Interview, 1011 Classes )

On the Right Side of Change


Date - Aug 8, 2019

Michael Smith, the manager of Wells Fargo Enterprise Fund, believes in the power of long-term compounding. The fund invests only in companies on the right side of change, or businesses that are able to grow through increasing their customer base, their prices or their offering. Focused

Tech Leaders on a Profitable Path


OIEPX Date - Jan 1, 2019

Managing a tech fund out of San Francisco has indisputable advantages owing to the eco system of information on new advances in technology. At the helm of the Wells Fargo Specialized Technology Fund, Walter Price invests in leaders with a portfolio focused on growth, value and GARP stocks

Avoiding Mistakes in High Yields


Date - Oct 10, 2011

Investing in high yield bonds can be rewarding when spread across various bonds in different industries and held for longer than three years. Niklas Nordenfelt and Phillip Susser look for companies that not only offer upside but also provide significant downside protection in difficult market conditions.

Seeking Advantage in Asia

Small-Cap > Growth

DSGIX Date - Jun 6, 2007

While most investors tend to go with the flow when exploring the Asian markets, the Wells Fargo Advantage Asia Pacific Fund is using every tool at its disposal to get in early on new investment ideas. In order to take advantage of all the opportunities in developed and emerging Asian

Mid-Cap Gems


Date - Apr 4, 2007

The true business owner perspective means a truly long-term view when buying and selling stocks. That in itself provides an advantage over the competition, according to Jim Norris the manager of the Wells Fargo Advantage C&B Mid Cap Value Fund. The long-term view and the relatively small number of holdings enable

The Rewards of Being Well Adjusted


Date - Jun 6, 2003

After listening to Lisa Brown-Premo discuss adjustable rate mortgage securities, one comes away with an understanding that this manager is capable of responding quickly, when necessary, to the slightest changes in interest rates. That flexibility has keep the Evergreen Adjustable Rate Bond Fund ranked first in the ultra short bond

Forward Indicators of Change

Small-Cap > Growth

CSSJX Date - May 5, 2003

By using a team approach, lead portfolio manager Prescott Crocker of the Evergreen High Yield Bond Fund has provided consistent annual returns through both good and bad economic conditions. As a result, more than 50% of the clients reinvest the dividends through tax-deferred accounts.

Participate in Positive and Avoid Negative Compounding

Mid-Cap > Value

ANRPX Date - Aug 8, 2017

Even companies with sustainable business models are not immune to business cycles and short-term challenges. Investors tend to be quick to sell these stocks as soon as the first cyclical downturn looms large or when companies disappoint. Michael Meyer, portfolio manager of the Wells Fargo C&B Mid Cap Value Fund,

High Yields, Not High Risks

Mid-Cap > Growth

ALMZX Date - Jan 1, 2017

Over the last three decades, the high yield bond market has become significantly deeper as securities in this space of the fixed-income universe have become more acceptable as a way to diversify portfolios. With sharp declines in interest rates and increased liquidity, the scale of investment opportunity has also narrowed.

Hidden Values in Balance Sheets

Multi-Cap > Value

ADVGX Date - Mar 3, 2015

Rarely do investors expand much beyond earnings analysis, and even fewer will search for undiscovered strength in balance sheets. Jim Tringas and Bryant VanCronkhite, portfolio managers of the Wells Fargo Advantage Special Small Cap Value Fund, scrutinize balance sheets to find hidden values that are yet to be recognized in

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