EverKey Focused Global Equity

The EverKey Focused Global Equity strategy seeks long-term capital appreciation by investing in nonconsensus, all-cap global stocks that are trading below the team's proprietary valuation. The team's investment approach is based on a rigorous four-step investment process:

  1. Identify—systematic identification of undervalued, nonconsensus investment ideas
  2. Analyze—intensive bottom-up fundamental research using our normalized approach to analysis
  3. Recommend—stock selection in keeping with the core investment philosophies
  4. Portfolio—active portfolio and risk process to ensure prudent exposures and risks

Strategy details

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