SEI Institutional Investments Trust Screened World Equity Ex-US Fund
Oak, PA 19456
1 Freedom Valley Drive
SEI Institutional Investments Trust
Management information
Dale A. Winner,Lead manager since 22 April 2020
Dale Winner is the lead portfolio manager for the Focused Global Equity team at Allspring Global Investments. He is responsible for portfolio management of all Focused Global Equity strategies. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from EverKey Global Partners, where he served as a founding partner and was involved in both research (senior analyst/Europe) and portfolio management. Prior to that, Dale was a senior vice president, portfolio manager, and research analyst with Templeton Global Advisors Limited. In addition, he served as the coordinator for the global financials team and had direct research responsibility for global diversified financials. At various times during his tenure at Templeton, Dale had research responsibilities for the global sectors of aerospace and defense, life insurance, engineering, and country/regional research coverage of Spain, Portugal, Eastern Europe, and Russia. Earlier in his career, he served as a trust officer at JP Morgan (Bahamas) and was a credit analyst at Mitsui Trust, London. Dale earned a bachelor’s degree in law from Reading University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Morningstar style box
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Morningstar category
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