Evercore Equity Fund
|Thermo Fisher Scientific Inc||4.9%|
|Mastercard Inc Cl A||4.5%|
|Unitedhealth Group Inc||4.2%|
|Home Depot Inc||3.7%|
|American Tower Corp Reit||3.5%|
|Blackstone Group Inc Cl A||3.3%|
|EWMCX||S&P 500 TR|
|EPS Growth 1 yr.||11.4%||8.0%|
|Return on Average Invested Capital||15.6%||9.3%|
|Return on Equity||22.3%||14.8%|
Portfolio Construction: Large, medium and small capitalization stocks are selected based on an analysis of a company’s prospects, returns, past and expected future performance and the quality of corporate management and capital allocation. We focus on companies that are experiencing positive fundamental and sustainable changes that should benefit investors.
Sector Allocation (%)
Market Cap of Companies in the Portfolio
You can download our brochure from the link - Brochure 2013.