USA Equity

Results as of 2022-12-31

Evovest US Equity Strategy aims to create superior returns when compared to a passive equal weighted portfolio of the biggest US companies over a complete market cycle.

The underlying strategy relies on the automation and enhancement of the fundamental investment process of a portfolio manager, using artificial intelligence (AI).

The strategy presents a medium risk profile through diversification by design, with a volatility similar to its benchmark, by taking positions in more than 50 constituents in the United States.


Monthly Returns