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Wells Capital Management
Firm overview
www.wellscap.com | As of December 31, 2016
Wells Capital Management (WellsCap) is a leading
institutional investment management firm and part
of Wells Fargo Asset Management.
 We are strongly committed to three beliefs that lead to long-term,
successful partnerships with our clients:
Independent investment thinking
WellsCap profile
 Established in 1996
 AUM in excess of $330B
 26 independent investment teams
 Over 1,000 clients in more than 30 countries worldwide
 More than 380 investment professionals with an average firm tenure
of 11 years
 Signatory to the Principles for Responsible Investment
Assets under management
U.S. Equity
Our strong investment culture
thrives on independent investment
thinking.
20%
Global/ex-U.S. Equity
U.S. Fixed Income
1
Global/ex-U.S. Fixed Income
Short Duration
2
Multi-Asset Solutions
7%
36%
4%
30%
3%
Rigorous investment risk management
Rigorous, independent investment risk
management is imperative to the
consistent generation of
risk-adjusted alpha.
Assets by clients
Corporate
Client-centric relationships
Enduring client relationships are
cultivated by being client-centric,
not product-centric.
Endowment/Foundation/
Non-profit
7%
Public/Government/Union
14%
Sovereign Wealth Fund/
Central Bank
2%
Wells Fargo Sub-Advisory
37%
External Sub-Advisory
8%
Other
1%
As of December 31, 2016. Total firm assets under management are $330B. The charts above exclude $104B in Money Market Mutual Funds and other Wells Fargo Affiliated Money Market Accounts.
Assets under management, excluding Money Market Mutual Funds and other Wells Fargo Affiliated Money Market accounts total $226B.
1 Includes accounts with durations over 1-5 year benchmarks.
2 Includes accounts with durations up to 1-5 year benchmarks, excluding Money Market Funds.
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31%
Wells Capital Management
Firm overview
www.wellscap.com | As of December 31, 2016
Investment teams
U.S. equity
Beacon Growth Equity Boston, MA
Small Cap Growth
Fundamental Growth Equity Indianapolis, IN
SMID, Mid, Large, All Cap Growth, Global
Heritage Growth Equity Menomonee Falls, WI
Small, Large, All Cap Growth
MetWest Capital Equity Newport Beach, CA
Large Cap Intrinsic Value
PMV Equity Menomonee Falls, WI
Small, SMID, All Cap
Select Equity Chicago, IL
Small Cap
Special Global Equity Boston, MA; Menomonee Falls, WI
Small, Mid Cap Value
Stageline Value Equity Lake Oswego, OR
Small Cap Value
Value Equity New York, NY
Small Cap Value
Global/international equity
Berkeley Street Emerging Markets Equity Boston, MA
All, Large/Mid Cap
Closed-End Fund Strategies Richmond, VA
International, Emerging Markets CEF
EverKey Global Equity New York, NY; Nassau, Bahamas
Global, International
MetWest Capital Equity Newport Beach, CA
International, Global
Precious Metals Boston, MA
Precious Metals
SF Global Emerging Markets Equity San Francisco, CA
Emerging Markets Equity Income/Total Return/ESG, Asia Pacific
Special Global Equity Boston, MA; Menomonee Falls, WI
International, Global Small Cap
U.S. fixed income
Customized Fixed Income Menomonee Falls, WI
Core, Core Plus, Enhanced Core, Intermediate, Long Duration, Medium Quality,
Mortgage-Focused, Short, TIPS
Money Market Funds Charlotte, NC; Minneapolis, MN; San Francisco, CA
Taxable, Tax-Exempt
Montgomery Fixed Income Walnut Creek, CA
Core, Short Duration, Long Credit
Premier Income Strategies San Francisco, CA
Credit Focused, Intermediate, Structured
Short Duration Fixed Income3 San Francisco, CA
Taxable and Tax-Exempt with durations of 3 months to 1-5 years
Tax-Exempt Fixed Income Menomonee Falls, WI
Tax-Exempt Short, Intermediate, Long Duration, High Yield
U.S. High Yield Fixed Income San Francisco, CA; Menomonee Falls, WI
High Yield, Bank Loans, Short-Term High Yield
Global/international fixed income
ECM Asset Management Limited London, UK
Multi-Sector Credit, Sub-Investment Grade, Investment Grade, Financials,
European Infrastructure
First International Advisors, LLC London, UK
Emerging Markets, Global, International
Investment solutions
Liability Driven Investment San Francisco, CA
Analytics, LDI Design, Glidepathing, Multi-Asset Class Solutions Management
Multi-Asset Solutions San Francisco, CA
Customized Strategic and Tactical Asset Allocation, Multi-Asset Solutions, Target
Date, Dynamic Risk Hedging, Absolute Return Solutions
3 Excludes Money Market Mutual Funds.
Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. WFAM includes but is not limited to Analytic Investors, LLC; ECM Asset Management Ltd.;
First International Advisors, LLC; Galliard Capital Management, Inc.; Golden Capital Management, LLC; The Rock Creek Group, LP; Wells Capital Management Inc.; Wells Fargo Asset Management Luxembourg S.A.;
Wells Fargo Funds Distributor, LLC; and Wells Fargo Funds Management, LLC.
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