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Everest


Everest Funds Management was set up to provide professional portfolio management of its very own Mutual Fund, the Everest America Fund. Individuals, families, endowments, foundations and corporate retirement plans are all able to invest in their Fund. Everest Funds Management is an independent investment management firm, administered by its managers, who have a personal stake in the success of their clients' portfolios. This fosters an entrepreneurial spirit and assures clients of receiving the benefits of the finest resources the company has to offer. Everest Fund's Management have broad backgrounds in securities analysis and portfolio management. Each manager has a long-held belief in the principles underlying the firm's investment philosophy and policies.
 
The Everest America Fund reflects their philosophy of investing in S&P 500 stocks that have consistently out-performed the S&P 500 index and have solid revenues and earnings. The Fund concentrates its investment in a core group of 30 to 50 common stocks. They invest in companies that are deemed likely to develop a historical record of consistent growth and less volatility of earnings. They have decided to be careful of technology companies who have high price/earnings multiples and also have high risk of price volatility.
 
The Everest America Fund pursues a goal of long-term capital growth. Under normal market conditions, the Fund invests at least 80 percent of its net assets in the equity securities of U.S. companies of any size, including companies with small, medium or large capitalization. The Fund’s goals and strategies may be changed by action of the Board of Trustees of the Everest Funds. Shareholders are given 60 days’ advance notice of any change to the 80 percent policy regarding investment in U.S. companies.
 
Everest America seeks long term capital growth. The fund normally invests at least 80 percent of assets in the equity securities of U.S companies, including companies with small, medium or large capitalizaion.
 
The Fund is “non-diversified,” which means that more of the Fund’s assets may be invested in the securities of a single issuer than a diversified fund. This may make the value of the Fund’s shares more susceptible to certain risks than shares of a diversified fund. As a non-diversified Fund, it has a greater potential to realize losses upon the occurrence of adverse events affecting a particular issuer.
 
The company has always believed in maintaining a long-term focus to investing. The company thinks that their philosophy of investing in what they feel are solid companies with solid financials, will consistently out-perform the market over the long run.

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