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The investment seeks long-term capital appreciation. The fund invests at least 80% of the fund's net assets in equity securities of small-capitalization companies; and up to 10% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in equity securities of small-capitalization companies, which the adviser defines as companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase.
Name | Title | Since | Until |
---|---|---|---|
John R. Campbell | - | 2015 | Now |
Biography | Portfolio Manager, Golden Capital Equity John Campbell is a portfolio manager for the Golden Capital Equity team at Wells Fargo Asset Management (WFAM). Prior to joining the firm in 2006, John served as a portfolio manager for Placemark Investments, covering quantitative research and product development. He began his investment industry career in 1994 as a premium service representative for Fidelity Investments. John holds a bachelor’s degree in nuclear engineering from Texas A&M University and a master’s degree in business administration from Southern Methodist University. He has earned the right to use the CFA designation. | ||
Justin P. Carr | Portfolio Manager | 2015 | Now |
Biography | Portfolio Manager, Golden Capital Equity Justin Carr is a portfolio manager for the Golden Capital Equity team at Wells Fargo Asset Management (WFAM). Prior to joining the firm in 2007, Justin served as an analyst for Evergreen Investments where he began his investment industry career in 2000. He earned a bachelor’s degree in business administration from the University of Vermont and a master’s degree in financial mathematics from Worcester Polytechnic Institute. | ||
Greg W. Golden | President | 2005 | Now |
Biography | Senior Portfolio Manager, Golden Capital Equity Greg Golden is a senior portfolio manager for Golden Capital Equity at Wells Fargo Asset Management (WFAM). He joined WFAM in 2017 from Golden Capital Management, LLC., where he served as a founding partner and president since 1999. Prior to joining the firm, Greg served as senior vice president of structured products at NationsBank and data communications analyst for Sovran Bank, where he began his investment industry career in 1990. Greg holds a bachelor’s degree in business finance from Belmont University and has earned the right to use the CFA designation. | ||
John R. Campbell | - | 2007 | 2010 |
Biography | Portfolio Manager, Golden Capital Equity John Campbell is a portfolio manager for the Golden Capital Equity team at Wells Fargo Asset Management (WFAM). Prior to joining the firm in 2006, John served as a portfolio manager for Placemark Investments, covering quantitative research and product development. He began his investment industry career in 1994 as a premium service representative for Fidelity Investments. John holds a bachelor’s degree in nuclear engineering from Texas A&M University and a master’s degree in business administration from Southern Methodist University. He has earned the right to use the CFA designation. | ||
Jeff C. Moser | COO | 2005 | 2010 |
Biography | Portfolio Manager, Golden Capital Equity Jeff Moser is a portfolio manager for the Golden Capital Equity team at Wells Fargo Asset Management (WFAM). He joined WFAM in 2017 from Golden Capital Management, LLC., where he served as a founding partner since 1999. Jeff began his investment industry career with Bank of America in 1983 where he worked as senior vice president and fund manager. He holds a bachelor’s degree in mathematics from Wake Forest University and has earned the right to use the CFA designation. |
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