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EverKey Management Team

Roundtable Global Focus Fund is sub-advised by EverKey Global Partners, a division of Wells Capital Management. EverKey is an investment management group led a portfolio team who have successfully managed global equity portfolios for over 25 years. Trained under Sir John Templeton, Dale Winner CFA, LLB leads the portfolio management team at EverKey. Dale is supported by Venk Lal MBA (head of Risk & Strategy and partner of the firm). Their investment strategy is anchored by individual company and industry research, focusing on non-consensus areas of the global markets, with strong risk management and patience designed to maximize long term gains.

Roundtable engages EverKey Global Partners as a sub-advisor to manage the investment portfolio of the Roundtable Global Focus Fund.


dale-winner

Dale Winner CFA, LLB

Dale Winner has been a Portfolio Manager with Roundtable Global Focus Fund since inception (2008) and is the Senior Analyst responsible for Pan European and Asian research.

From 2001 to 2007, Mr. Winner was Lead Portfolio Manager of Templeton’s global long/short fund generating long and short alpha versus the MSCI ACWI index. Mr. Winner has worked in Nassau, Bahamas for the last 17 years and has 25 years of research experience including 12 years at Templeton (six years as a short analyst and six years as a long analyst, including country coverage of Russia, Poland, Hungary, Czech Republic, Spain and Portugal). From 1987 to 1993, Mr. Winner was in London, England as a European credit analyst at Mitsui Trust and Banking. Dale has held the Chartered Financial Analyst designation since 1997.

Chartered Financial Analyst (CFA) Charterholder - CFA Institute, 1997
Bachelor of Law (LLB) – Reading University (UK), 1987


venkateshwar-lal

Venkateshwar (”Venk”) Lal MBA

Venk Lal is a Partner and Director of Investment Risk & Strategy for The Global Equity Team at Wells Capital Management. He joined WellsCap in 2012 from EverKey Global Partners where he served as a Founding Partner and Head of Risk and Trading since 2007.

Prior to joining Roundtable Global Focus Fund, Venk served as an Executive Director in the Consolidated Equities Division at Morgan Stanley, advising hedge funds and other investment management firms on implementing and managing risk exposures in global equity markets. In addition, he previously advised and structured capital markets solutions for corporate clients seeking to issue or repurchase capital in the equity, convertible, and fixed-income markets. Venk joined Morgan Stanley as a sales and trading Associate and previously served as a Financial Analyst focusing on mergers and acquisitions and corporate finance in the Financial Institutions Group at Goldman Sachs & Co. Venk earned an A.B. from the Woodrow Wilson School of Public and International Affairs at Princeton University, where he graduated summa cum laude, and an M.B.A. from Harvard Business School. He has served as a term member of the Council on Foreign Relations.

Master of Business Administration (MBA) – Harvard Business School, 1995
Bach. of Arts (BA) Summa Cum Laude – Woodrow Wilson School of Public and Int’l Affairs, Princeton University, 1991