On October 25, Janet Rilling, CFA, senior portfolio manager for the Wells Capital Management Fixed Income team, presented in Dr. Krause's Fixed Income class at Marquette University. Krause commented, "Janet always does a great job in the classroom. She provides excellent content and has the experience to provide the students with practical real world examples. I've told her before that she would be an outstanding instructor - and I mean it - she connects with the students."
Janet Rilling |
Janet joined Wells Capital Management from Strong Capital Management in 2005. She began her investment industry career in 1995, joining Strong as a research analyst and then becoming a portfolio manager in 2000. Prior to joining Strong, she was an auditor with Coopers & Lybrand for three years, specializing in the manufacturing and financial services industries. She earned a bachelor’s degree in accounting and finance and a master’s degree in finance from the University of Wisconsin, Madison. Janet is a Certified Public Accountant and has earned the right to use the CFA designation.
Dr. Krause continued, "Janet talked about credit analysis during his visit to campus and was able to provide examples of current credit research she was involved with. She did such a strong job in the classroom that she allowed me the opportunity to move ahead in the course syllabus. Her handout was literally the ideal template for the students as they tackle their own fixed income credit analysis project this semester. Janet was also able to talk about the current macro-economic environment and answered the students' questions about credit research, interest rates, and Federal Reserve policy. I know she was among the most impressive speakers the students have seen on campus recently. We are thankful she was able to visit us again."
Following the recent integration of Evergreen Investments into the Wells Fargo asset management organization, there were several changes for certain Wells Fargo Advantage fixed-income funds. Janet Rilling is the portfolio manager of the Wells Fargo Advantage Income Plus Fund and she is also focused on longer duration strategies for other WellsCap Fixed Income teams.
The Wells Fargo Advantage Income Plus Fund seeks to maximize income while maintaining prospects for capital appreciation. The fund invests principally in debt securities, including corporate, mortgage- and asset-backed securities, bank loans and U.S. Government obligations. These securities may have fixed, floating or variable rates and may include debt securities of both domestic and foreign issuers. Janet's team invests in both investment-grade and below investment-grade debt securities. The Income Plus Fund has a 5-star Morningstar ranking over the most recent five year period and a 3-star ranking over the past year. The fund has over $650M in assets as of the end of the third quarter.