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Tax-Advantaged Global Shareholder Yield Fund 


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Managed by
Wells Capital Management

A dedicated institutional asset manager within the Wells Fargo Asset Management umbrella investing across equity, global, fixed-income, and alternative asset classes

Epoch Investment Partners

Manager of a unique equity strategy that seeks strong risk-adjusted returns by emphasizing companies that generate growth of free cash flow, the intelligent use of that cash flow, and strong management teams with a track record of delivering returns to shareholders, such as cash dividends, share buybacks, and debt reduction

William W. Priest, CFA
William W. Priest, CFA

Bill is the founder, CEO, and co-CIO of Epoch Investment Partners, also serving as a portfolio manager. Before the firm's founding in 2004, he was a co-managing partner and portfolio manager at ...

13 Years on fund
55 Years of experience
Michael A. Welhoelter, CFA
Michael A. Welhoelter, CFA

Michael is a managing director, portfolio manager, and head of quantitative research and risk management for Epoch Investment Partners. Prior to joining the firm in 2005, he was a director and p...

13 Years on fund
34 Years of experience

Risk disclosures