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Evergreen Investing
Evergreen Investing, LLC is a state-registered investment adviser with approximately $31 million in regulatory assets under management. The firm has 1...
Overview
Evergreen Investing, LLC is a state-registered investment adviser with approximately $31 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
What is the investment philosophy at Evergreen Investing?
Evergreen Investing follows a long-term, value-driven investment philosophy. The firm emphasizes fundamental analysis to identify undervalued equities and construct concentrated client portfolios. Its process is designed to prioritize capital preservation and steady appreciation over market timing or short-term speculation.
Is Evergreen Investing structured as a pooled fund or a client-advisory model?
Evergreen Investing is structured as a registered investment adviser managing separate accounts. Rather than operating a mutual fund or hedge fund, the firm works directly with individual clients and institutions, crafting portfolios tailored to specific mandates and risk profiles under individual advisory agreements.
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