Wells Capital Management is a multi-boutique asset management firm committed to delivering superior investment service to institutional clients. Our diverse and autonomous teams provide a broad range of investment solutions to our clients.
Why Multi-Boutique? We believe:
Independent, focused investment teams generate alpha consistently.
Investment teams should focus on investing for our clients without the distractions of operating a business.
Independent risk management oversight should be independent from our investment teams to ensure we consistently meet client objectives.
In his paper, The World at a Discount – The Case for International Equity Closed-End Funds, G.D. Rothenberg, CFA explores how a plan's asset allocation may benefit from adding exposure to a portfolio of international CEFs.
In this paper Emerging Market Equity: A Sustainable Source for Income and Growth, Associate Portfolio Manager and Product Specialist Alison Shimada makes a case for investing in higher-yielding equities in emerging markets. [May 2013]
Wells Capital Management announced on April 29, 2013 that Christian Chan, CFA, has been appointed head of a new solutions investment team at WellsCap. The team will be charged with developing and managing multi-asset investment solutions for institutional clients, leveraging the investment capabilities across Wells Fargo Asset Management.
Economic and Market Perspective
WellsCap’s chief investment strategist, James Paulsen, Ph.D., offers his analyses of the economy in the Economic and Market Perspective newsletter.