Wells Fargo Asset Management recognizes Golden Capital, recipient of 2015 SMA Manager of the Year Award
May 26 2015 - 09:00AM
Business Wire
Wells Fargo Asset Management is pleased to recognize Golden
Capital Management, LLC, for its recent honor for excellence among
separately managed account managers. Golden Capital, an independent
subsidiary of Wells Fargo & Company based in Charlotte, North
Carolina, was named 1 of 10 2015 SMA Managers of the Year by
Envestnet | PMC and Investment Advisor magazine.
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Jeff Moser, chief operating officer of
Golden Capital Management and portfolio manager of the Wells Fargo
Advantage Large Cap Core Fund (Photo: Business Wire)
Golden Capital’s Large Cap Core strategy received the award
within the Large Cap U.S. Equity category; the firm won the same
award in 2009, as well. Golden Capital employs the same strategy in
the Wells Fargo Advantage Large Cap Core Fund as it does in its
retail and institutional separately managed accounts.
Both the strategy and the fund are managed by Jeff Moser, CFA,
and John Campbell, CFA. Mr. Moser, lead manager, accepted the award
at a ceremony earlier this month at the Envestnet Advisor Summit in
Chicago.
Among the comments from Envestnet | PMC analysts, according to a
story on thinkadvisor.com, the online outlet of Investment Advisor:
“Golden receives our top recommendation due to its sound and
repeatable investment process, skilled and experienced investment
team, as well as a strong long-term risk profile.”
Golden Capital’s Large Cap Core strategy and the Wells Fargo
Advantage Large Cap Core Fund each strive to beat the S&P 500
Index. The team’s disciplined strategy seeks to outperform the
S&P 500 Index through a rigorous quantitative approached paired
with a qualitative overlay. The team adheres to an investment
philosophy centered on a disciplined, objective, and repeatable
stock selection process.
Golden Capital believes that undervalued companies with
improving earnings fundamentals, strong balance sheets, experienced
management, and well-positioned products should exhibit stock price
appreciation. Through a rigorous, systematic process, Golden
Capital identifies and carefully vets companies fitting its
criteria. The result is a portfolio of typically 50 companies with
what Golden Capital believes are strong fundamentals, a combined
average valuation lower than the index, and a high potential for
beating earnings expectations.
About Wells Fargo Asset Management
Wells Fargo Asset Management strives to help our clients achieve
their financial goals through top-tier investment solutions managed
by specialized investment teams that are supported by independent
risk management and backed by superior, collaborative service. With
more than $490 billion in assets under management, Wells Fargo
Asset Management has more than 40 autonomous investment teams with
specialized expertise and proven processes; 1,700 dedicated team
members, including more than 500 investment professionals; and a
global reach with offices and clients around the world.
Wells Fargo Asset Management is a trade name used by the asset
management businesses of Wells Fargo & Company. Certain
investments are distributed by Wells Fargo Funds Distributor, LLC,
Member FINRA, a subsidiary of Wells Fargo & Company
About Golden Capital Management
Golden Capital Management is an SEC-registered investment
advisor based in Charlotte, North Carolina. It was founded in 1999
by Greg Golden, the firm’s president and CEO, and Jeff Moser, the
chief operating officer. Today, Golden Capital operates as an
independent subsidiary of Wells Fargo & Company. Golden Capital
has attracted a team of experienced investment professionals who
share strong educational backgrounds, respected industry
credentials, and a commitment to objective, independent
research.
Note: CFA® is a trademark owned by CFA Institute.
234139 0515
NOT FDIC INSURED • NO BANK GUARANTEE • MAY
LOSE VALUE
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Wells Fargo & CompanyAmy George,
704-715-2597amy.b.george@wellsfargo.com
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