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In his role as an equity analyst at Wells Capital Management, Pieter Stalenhoef assumed the role of consumer, media, and healthcare analyst for the Wells Fargo Global Opportunities Fund. Pieter's responsibilities included recommending purchases and sales within his designated sectors. He also took charge of crafting monthly commentaries for the Luxury Goods fund.
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Pieter Stalenhoef Recommended Purchases and Sales Within His Designated Sectors at Wells Capital Management
Role of Pieter Stalenhoef in Johnson Family Office • Pieter Stalenhoef was employed at the Johnson Family Office, which is affiliated with the family that owns Fidelity. • He was responsible for executing all trades on behalf of the Johnson family and actively contributed to the Investment Committee. • In addition, he regularly presented a portfolio holding each week and activity participated in weekly meetings that involved Edward Johnson III (Ned) and esteemed fund managers at Fidelity.
His Role as an Equity Analyst at Wells Capital Management • In his role as an equity analyst at Wells Capital Management, Pieter assumed the role of consumer, media, and healthcare analyst for the Wells Fargo Global Opportunities Fund. • This particular fund, focused on small to mid-cap investments, was recognized with a 4-star rating by Morningstar and consistently ranked in the top decile for performance over 1, 3, and 5 years. • Pieter's responsibilities included recommending purchases and sales within his designated sectors. • He also took charge of crafting monthly commentaries for the Luxury Goods fund. • Notably, during the fund's 18-month existence, it achieved an impressive return of 40%, outperforming the benchmark return of 25%.
Regarding His Educational Qualification • He has a bachelor's degree in business administration from the University of Vermont. • Pieter Stalenhoef also holds a master's degree in investment management from Boston University.
