Evercore Equity Fund
Strategy: The fund invests in companies that we believe are experiencing positive and sustainable fundamental changes, based on the analysis of each company’s prospects, returns, past and expected future performance, and the quality of its corporate management and capital allocation. The portfolio typically has between 30-50 holdings and includes large, medium, and small capitalization stocks that are diversified by company size, economic sector, business geography, valuation, and financial strength.
Risks: Mutual fund investing involves risk. Principal loss is possible. The Evercore Equity Fund may invest in smaller companies, which involves additional risks such as limited liquidity and greater volatility than large capitalization companies. The Evercore Equity Fund may invest in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods. Diversification does not assure a profit or protect against loss in a declining market. Earnings growth is not representative of the Evercore Equity Fund’s future performance. These and other risks associated with investing in the Evercore Equity Fund can be found in the prospectus and the SAI.
You can download our brochure from the link - Brochure 2013.