EverKey Global Long/Short [ view all equity products ]

Asset Class
Equity

Investment Strategy
The EverKey Global Equity strategies seek long-term capital appreciation by investing in non-consensus, all-cap global stocks that are trading below the team’s proprietary valuation. Their investment approach is based on a rigorous four-step investment process which involves intensive bottom-up fundamental research and disciplined stock selection.

Portfolio Management:
Jeffrey Everett, CFA, Managing Director and Lead Portfolio Manager 
Dale A. Winner, CFA, Co-Portfolio Manager