EVERKEY GLOBAL PARTNERS

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.

ROUNDTABLE-HEADSHOTS_V1_DALE-WINNER
DALE A. WINNER 
Lead Portfolio Manager - CFA
ROUNDTABLE-HEADSHOTS_V1_LAL-VENKATESHEWAR
VENKATESHWAR LAL 
Associate Portfolio Manager - MBA