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 09/30/16. The fund's latest filing disclosed 508MM in positions, representing 39% of the manager's regulatory AUM.

EVERGREEN CAPITAL StockAlpha

-3.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EVERGREEN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TLT 7.87% ETF -11.94% -1.03% 0 6%
VUG 5.68% ETF -0.24% -0.23% 0 3%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 ...
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EVERGREEN CAPITAL Portfolio Concentration

EVERGREEN CAPITAL Location

10500 NE 8TH STREET
SUITE 950
BELLEVUE, Washington
UNITED STATES, 98004

EVERGREEN CAPITAL Contact Information

Phone Number: 425-467-4600
Fax Number: 425-467-4606
Website:

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