Golden Capital Global Dividend Yield

The objective of the Golden Capital Global Dividend Yield strategy is to outperform the MSCI ACWI and achieve long-term capital appreciation by constructing an actively managed portfolio of companies that are undervalued with attractive fundamentals and current dividend income.

An Active-Quant approach to research and portfolio construction combines the merits of quantitative methods and qualitative validation. Fundamental research is carried out systematically using a quantitative investment framework. The team's proprietary Global Model ranks stocks based on insider/management signaling, momentum/sentiment, relative value, and short-term Indicators. The rankings help the team identify stocks that are attractive relative to peers. Qualitative review of stocks and their fit within the portfolio is also integral to the decision-making process.

Strategy details

Note: CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

Wells Fargo Asset Management is committed to providing information that is accessible to users of assistive technologies. The reports on this website have been released to the public in accordance with SEC regulations. These documents will be converted to alternative formats as soon as possible. In the meantime, should you require more immediate assistance, please contact us at 1-800-222-8222.


© 2019 Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker/dealer and Member FINRA). Associated with WFAM is Galliard Capital Management, Inc. (an investment advisor that is not part of the WFAM trade/GIPS firm).

© 2006 - 2019 Wells Capital Management. All rights reserved.

Wells Capital Management® is a registered service mark of Wells Fargo & Company.