EVERGREEN CAPITAL Overview
Evergreen Capital Management Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 24 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/03 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 150% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/03 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 150% of the manager's regulatory AUM.
EVERGREEN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EVERGREEN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VMBS | 4.14% | ETF | 0.84% | -0.13% | 1 | 0% | ||
| MSFT | 4.03% | Tech | 21.8% | 0.22% | 0 | 13% | ||
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FEATURED IN
EVERGREEN CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David M. Hay | Member/Chief Investment Officer | June-2002 |
| Tyler B. Hay | Chief Compliance Officer | January-2010 |
| Michael J. Wiesmann | Customer Relationship Manager/Member | March-2007 |
| Stephen J. Dunn | Customer Relationship Manager/Member | February-2011 |
| C.Jeff Razore | Brand Development Manager /Member | August-2010 |
| Olesya S. Sinitsa | Director Of Research And Portfolio Manager/Member | April-2004 |
EVERGREEN CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EVERGREEN CAPITAL Investment Strategy
Item 8)
This section of the brochure explains how we formulate our investment advice and manage client assets.
Right Cycle Investing™ is Evergreen Capital’s “active” management of “passive” Exchange Traded Funds (“ETFs”). We believe the diversification and cost advantage of ETFs offer the average investor above average performance opportunity over the long term. Right Cycle Investing™ uses various forms of analysis to allocate funds within our ETF models, and is guided by proprietary work we have done in analyzing mutual fund purchase and sale activity and research data obtained from a third‐party. We believe many mutual fund investors fail to achieve good relative returns by chasing short‐term performance and are often their own worst enemies. We believe successful investing requires a long‐term time horizon and commitment to a well‐designed and unemotional investing strategy.
Methods of Analysis
Fundamental
We analyze ...
Unlock Full Investment Process Description
This section of the brochure explains how we formulate our investment advice and manage client assets.
Right Cycle Investing™ is Evergreen Capital’s “active” management of “passive” Exchange Traded Funds (“ETFs”). We believe the diversification and cost advantage of ETFs offer the average investor above average performance opportunity over the long term. Right Cycle Investing™ uses various forms of analysis to allocate funds within our ETF models, and is guided by proprietary work we have done in analyzing mutual fund purchase and sale activity and research data obtained from a third‐party. We believe many mutual fund investors fail to achieve good relative returns by chasing short‐term performance and are often their own worst enemies. We believe successful investing requires a long‐term time horizon and commitment to a well‐designed and unemotional investing strategy.
Methods of Analysis
Fundamental
We analyze ...
Unlock Full Investment Process Description
EVERGREEN CAPITAL Portfolio Concentration
EVERGREEN CAPITAL Location
10500 NE 8TH STREET
SUITE 950
BELLEVUE, Washington
UNITED STATES, 98004
SUITE 950
BELLEVUE, Washington
UNITED STATES, 98004
EVERGREEN CAPITAL Contact Information
Phone Number: 425-467-4600
Fax Number: 425-467-4606
Website: http://www.evergreencapital.net
Fax Number: 425-467-4606
Website: http://www.evergreencapital.net
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