Institutional Strategies

Evergreen Investments offers a comprehensive range of equity and fixed income strategies through our distinct multiple investment platform – designed to provide institutional investors with a single point of access to a diversified array of distinct high-quality investment capabilities. We manage our strategies with discipline, style consistency and stringent risk control, seeking to deliver consistent, long-term value.

Our select institutional strategies and separately managed accounts address a broad range of investment objectives, from building core portfolio holdings to enhancing overall diversification with international and sector exposure to managing liquidity and balance sheet requirements.

Equity Strategies

There are a range of investment platforms managing equity strategies, among them: Metropolitan West Capital Management – known for domestic and international intrinsic value investing; Global Strategic Products – seeks to deliver repeatable long-term results through a disciplined quantitative approach to analyzing fundamental data; Berkeley Street Equity – constructs portfolios across a range of equity, sector-specific and international mandates.

Fixed Income

Among the fixed income offerings from Evergreen are a broad array of domestic, international and global strategies invested across the capital structure and among diverse issuers, sectors and geographies.

 

Asset Class	Platform	Strategy
Equity
	Metropolitan West Capital Management	Large Cap Intrinsic Value Small Cap Intrinsic Value Global Intrinsic Value
	Global Strategic Products	Disciplined International Core Equity Disciplined Large Cap Core
	Berkeley Street Equity	SMID Growth International Equity
Fixed Income
	First International Advisors1	Global Fixed Income ex U.S.