Evercore Equity Fund (EWMCX)

Overview

The Advisor is focused on achieving long-term growth of capital by mainly investing in a wide range of domestic common stocks. To ensure a diversified investment portfolio, the fund usually directs at least 80% of its net assets, plus any borrowed funds intended for investment purposes, towards equity securities. While concentrating primarily on U.S. securities, the Advisor allows for up to 20% of its total assets to be invested in foreign securities. This can be achieved either directly or indirectly, such as through investments in American Depository Receipts (ADRs), enabling the fund to tap into global market opportunities while maintaining a foundation in the U.S. equity market. The Advisor's strategic approach to investment aims to balance growth potential in domestic markets with the diversified benefits of select international exposure.

Products and Services

The Advisor's primary service is managing a diversified investment portfolio with a focus on long-term capital growth. Below are the key products and services that facilitate this objective:

• Domestic Common Stocks Investment

  The cornerstone of the Advisor's strategy involves investing in a broad selection of domestic common stocks. This approach is designed to capitalize on the growth potential of U.S. companies across various sectors, aiming for robust long-term returns.

• Equity Securities

  A minimum of 80% of the fund's net assets, in addition to any borrowing for investment purposes, is allocated to equity securities. This reflects the Advisor's commitment to equity investments as the primary vehicle for achieving capital growth over the long term.

• Foreign Securities Investment

  To diversify beyond the U.S. market and enhance potential returns, up to 20% of the fund's total assets may be invested in foreign securities. This is pursued either directly or through ADRs, offering investors exposure to international markets while mitigating some of the risks associated with direct foreign investments.