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Investment Strategies
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Evestia Financial is an asset manager delivering active, factor-based equity strategies with a focus on risk reduction and long-term growth.
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Direct Index 100
The Evestia Direct Index 100 combines the benefits of active stock selection and potential tax alpha when combined with tax loss harvesting.
Strategy Process
Direct Index 100
Strategy Inception
8-1-2023
Number of Holdings
100
Alpha
0.79%
Beta
0.76
YTD Return (Net)
1.57%
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