Pieter Stalenhoef

Morningstar stands as one of the world’s most trusted and widely used investment research platforms. Known for its straightforward and effective mutual fund rating system, Morningstar helps investors evaluate funds at a glance by assigning star ratings on a scale from 1 to 5—based on risk-adjusted returns relative to peer funds within the same category. In an expert breakdown of this process, Pieter Stalenhoef , a seasoned financial analyst and planner, shares his insights into how these ratings are calculated: The top 10% of funds receive a five-star rating The next 22.5% receive four stars The middle 35% are assigned three stars The next 22.5% get two stars And the bottom 10% receive a one-star rating These ratings are updated monthly and reflect past performance, adjusted for both risk and fees, giving investors a reliable metric for comparing similar funds. Pieter Stalenhoef brings deep industry experience to the conversation. As a former equity analyst at Wells Capital Management...

  Explore the professional journey of Pieter Stalenhoef, a seasoned investment analyst with extensive experience in equity research, financial services, and portfolio management. This presentation highlights his career milestones at institutions like Fidelity Investments, Evergreen Investments, and Wells Fargo, along with his academic achievements and philanthropic contributions. Learn how Pieter Stalenhoef combines financial expertise with a passion for giving back.

  Boston, MA –  Pieter Stalenhoef , a respected financial professional and community advocate, is proud to mark a decade of volunteer service with Big Brothers Big Sisters of Massachusetts Bay. Over the past 10 years, Stalenhoef has dedicated his time and energy to supporting the organization’s mission of helping youth reach their full potential through one-on-one mentorship.

  Pieter Stalenhoef is a highly regarded investment analyst and CFA charterholder whose career spans over two decades in the global finance industry. With deep expertise in equity research, portfolio management, and financial strategy, Pieter has made a lasting impact in both institutional investing and public financial education. He began his career at Provident Bank in Cincinnati, Ohio, gaining early exposure to customer-facing financial services. This hands-on experience helped shape his understanding of the financial system from the ground up. Pieter later advanced to Fidelity Investments in Boston, where he worked on strategic investment initiatives and developed a disciplined approach to equity analysis. Pieter's transition to Evergreen Investments marked a turning point in his career. As an equity analyst focusing on Latin American and Russian markets, he delivered consistent outperformance, including a 21% net excess return for a fund that ranked in the top decile of its pe...

  Pieter Stalenhoef served as the lead analyst for consumer, media, and healthcare sectors on the Wells Fargo Global Opportunities Fund

  Pieter Stalenhoef   is a seasoned investment analyst and CFA charterholder with a track record of success in global equity markets. He holds a B.S. in Business Administration from the University of Vermont and an M.S. in Investment Management from Boston University—an academic foundation that has supported his long and distinguished career in finance. Pieter began his professional journey at Provident Bank in Cincinnati, Ohio, where he gained frontline experience in financial services. He later held leadership roles at Fidelity Investments in Boston, further sharpening his investment acumen. Driven by a passion for global markets, Pieter joined Evergreen Investments as an equity analyst specializing in Latin American and Russian markets. His keen insights and strategic stock selections helped generate a remarkable 21% net excess return for a fund that consistently ranked in the top decile of its peer group. Following the acquisition of Evergreen Investments by Wells Fargo in...