A New Era Portfolio Manager
Evovest is an innovative equity portfolio manager. Our systematic investment process follows a scientific approach by combining fundamental analysis expertise and a deep knowledge of machine learning.
Achieving differentiated returns by combining investment expertise with machine learning for equity products.
Tailored Investment Strategies for Your Unique Goals
At Evovest, we understand that every investor's needs are unique. That's why we offer a range of strategies designed to deliver value, whether you're seeking alpha generation, risk mitigation, or diversification.
Each strategy is powered by cutting-edge machine learning technology, leveraging our proprietary models to make data-driven decisions that adapt to ever-changing market conditions.
Whether your goal is to differentiate alpha or reduce risk, we have the expertise to support your journey.
Global Equal-Weighted Equity
Our flagship strategy provides balanced exposure to all sectors, geographies, and company sizes, enhancing the portfolio's risk-return profile.
Global Market-Cap-Weighted Equity
Provides exposure to the global equity market, aiming to maximise returns relative to a market-cap weighted index through active, data-driven portfolio management.
Global Market Neutral
The strategy is designed to generate positive returns that are uncorrelated with stock markets. The fund employs a global equity long/short approach with low net exposure to the equity market.
Global Equal-Weighted Strategy KPIs
As of
Cumulative Value Added
Positive Monthly Alpha
Information Ratio
The returns presented are in CAD and include transaction costs but exclude management and operating fees. Past performance is not indicative of future results. The benchmark used for performance comparisons is the MSCI World Equal Weighted