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Evermore Global Value Fund Institutional Class (EVGIX)
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11.07
0.00
0%
14/06 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 10.87M
Evermore Global Value Institutional
11.07
0.00
0%
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EVGIX Overview
On this page you'll find an in-depth profile of Evermore Global Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of EVGIX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David Harden | President | 2024 | Now |
| Biography | Dave earned a BA from Boston College and an MSCS from Boston University. Over the past 21+ years in investments, Dave has proven his ability as a portfolio manager and equity strategist. Prior to establishing Summit Global Investments, Dave worked with Fidelity Investments, Evergreen Investments, and Ensign Peak Advisors, where he was responsible for developing and implementing numerous portfolio strategies. For the past eight years, Dave has focused on managing institutional assets in the low volatility equity space and continues to do so with Summit Global Investments. As Chief Investment Officer, Dave oversees the investment processes and leads the overall investment decisions, including portfolio design, construction, implementation and management. In addition, Dave is directly responsible for SGI's innovative low volatility, managed risk approach to investing. As a leader in the low volatility field, he has developed unique quantitative technologies., tactics and models designed specifically for managing risk while maximizing returns. Dave is one of only a handful of active portfolio managers in the world that has researched, constructed, implemented and actively managed significant assets in the low volatility equity space. With the ever-increasing attention givento low volatility investing, Dave's techniques and strategies continue to provide new insight to professional asset management. Throughout Dave's career, he has established himself as an expert in investment technology and quantitative research. In his spare time, Dave enjoys spending time with his family and supporting the local wrestling community. | ||
| Aash Shah | Vice President | 2024 | Now |
| Biography | Aash M. Shah, Portfolio Manager, who has been responsible for Invesco V.I. Capital Appreciation Fund since 2020 and has been associated with Invesco and/or its affiliates since 2019. From 2006 to 2019, Mr. Shah was associated with OppenheimerFunds, a global asset management firm. He earned an MBA in Finance & Accounting from Carnegie Mellon University and BS Engineering from the University of Pittsburgh. He is also a CFA charter holder. | ||
| Thomas O | Research Analyst | 2018 | 2024 |
| Biography | Mr. O joined Evermore Global Advisors, LLC in January 2012 as a Research Analyst. Mr. O began his investment career in 2004 as an Investment Banking Analyst in Citigroup Global Markets’ Global Industrial Group. At Citigroup, Mr. O analyzed and worked on a broad range of transactions. After leaving Citigroup in 2005, Mr. O joined HSBC Capital (USA) Inc., a $1.5 billion private equity firm, as a Private Equity Associate. In 2008, Mr. O joined Amphor Capital Management LLC, an investment firm focused on alternative investments, as a Research Analyst. At Amphor, Mr. O focused on deep value, event-driven public equity investments. After leaving Amphor in 2010, Mr. O became a Research Analyst on a four-person team at Presidia Capital LLC, a $400 million value-oriented hedge fund. At Presidia, Mr. O focused on Asian investment opportunities in the real estate, retail/consumer, gaming and hospital sectors. Mr. O graduated from the New York University Stern School of Business in 2004 with a B.S. in Finance and Accounting. | ||
| David E. Marcus | Co-Founder, CEO, CIO | 2009 | 2024 |
| Biography | David E. Marcus is the lead portfolio manager for the segment of the International Fund’s assets managed by Evermore Global Advisors, LLC (“Evermore”). Marcus is Co-Founder, Chief Executive Officer and Chief Investment Officer and a portfolio manager at Evermore. He has managed the Evermore Global Value Fund since its inception in 2010. Marcus has over 30 years of experience in investment management, including management of registered investment companies. For a majority of this time, Marcus has focused on investing in European and other foreign companies. Marcus graduated from Northeastern University in 1988. From 1988 to 2000, Marcus held a series of positions at Mutual Series Fund, including junior research analyst, research analyst, co-portfolio manager and portfolio manager. From November 1998 to January 2000, Marcus was portfolio manager of the Mutual European Fund and co-portfolio manager of the Mutual Shares Fund and Mutual Discovery Fund. During this time, Marcus also served as Senior Vice President and Director of European Investments for Franklin Mutual Advisers, LLC. After leaving Franklin Mutual in early 2000, Marcus founded Marcstone Capital Management, L.P., a long/short European-focused equity manager, largely funded by Jan Stenbeck, the Swedish financier. After Stenbeck’s sudden death in late 2002, Marcus closed Marcstone and returned capital to its investors. In early 2003, Marcus co-founded Stonebrook Partners, LLC, the Stenbeck family office, and became an adviser to the Stenbeck family, in which capacity he helped restructure a number of the public and private companies that the family controlled. In June 2004, Marcus founded and served as managing partner of MarCap Investors, L.P., the investment manager of a European small-cap special situations fund, which he actively managed through the end of 2008 and wound down in 2009. Over the past fifteen years, Marcus has served on the board of directors of numerous companies, including: Novestra AB, a Swedish publicly-traded private equity firm with holdings in the U.S. and Europe; Pergo AB, a Swedish publicly-traded flooring company for which Marcus was instrumental in helping negotiate the sale of the company to the German company Pfleiderer AG; Scribona AB, a Swedish publicly-traded distributor of office products with sales in excess of $1 billion, for which Marcus, as Chairman of the Board, led the complete restructuring of the company and the negotiation to sell its operating assets; Miltope, Inc., a U.S. publicly-traded and subsequently acquired maker of ruggedized electronics for the U.S. military; and Modern Times Group AB, a Swedish publicly-traded pan-European media conglomerate. Marcus has gained significant operating experience through his active involvement on the above mentioned boards, as well as his involvement with the restructuring of a number of companies controlled by the Stenbeck family. Evermore has been a sub-advisor to the International Fund since 2017. | ||
| Matthew Epstein | - | 2018 | 2022 |
| Biography | Mr. Epstein joined Evermore Global Advisors, LLC in April 2014 as a Senior Research Analyst. Prior to joining Evermore, Mr. Epstein spent eight years as a Research Analyst at W.R. Huff Asset Management, a value-oriented investment management firm. At Huff, Mr. Epstein invested in publicly traded securities across the capital structure and worked on a number of private equity investments where he gained invaluable operating experience. Mr. Epstein also brings to Evermore extensive experience in credit analysis. Mr. Epstein graduated from New York University in 2005 with B.S. degrees in both Finance and International Business. Mr. Epstein became a CFA Charterholder in 2009 and received his M.B.A. from Columbia Business School in 2011. | ||
| Jae Chung | Portfolio Manager | 2009 | 2011 |
| Biography | Jae Chung – Research Analyst Jae Chung joined Davis in September 2003. Prior to Davis, he was a Principal and Portfolio Manager at Marcstone Capital Management, where he co-managed a European long/short equity strategy. Previously, Mr. Chung worked as a Portfolio Manager at Franklin Mutual Advisers, where he co-managed the Discovery Fund, a global equity fund and the European Fund, a Europe-only equity fund. Mr. Chung is a graduate of Yale University. | ||
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