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Snowy Mountains

Active Equity Series

Evestia Financial is an asset manager delivering active, factor-based equity strategies with a focus on risk reduction and long-term growth.

Strategy Process

Mega Cap Core

Strategy Inception

9-1-2022

Number of Holdings

20

Alpha

-1.79%

Beta

0.89

YTD Return (Net)

-1.49%

Mega Cap Growth

Strategy Inception

9-1-2022

Number of Holdings

20

Alpha

1.47%

Beta

0.83

YTD Return (Net)

-4.91%

Mega Cap Value

Strategy Inception

9-1-2022

Number of Holdings

20

Alpha

-0.95%

Beta

0.91

YTD Return (Net)

3.30%

Large Cap Core

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

-1.06%

Beta

0.69

YTD Return (Net)

-0.04%

Large Cap Growth

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

-1.33%

Beta

0.71

YTD Return (Net)

-3.12%

Large Cap Value

Strategy Inception

1-1-2022

Number of Holdings

30

Alpha

1.41%

Beta

0.72

YTD Return (Net)

8.20%

Mid Cap Core

Strategy Inception

11-1-2021

Number of Holdings

30

Alpha

1.62%

Beta

0.77

YTD Return (Net)

1.83%

Mid Cap Growth

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

-7.71%

Beta

0.68

YTD Return (Net)

-2.98%

Mid Cap Value

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

5.38%

Beta

0.59

YTD Return (Net)

5.99%

Global Stock

Strategy Inception

11-1-2021

Number of Holdings

50

Alpha

1.07%

Beta

0.86

YTD Return (Net)

1.95%

International Stock

Strategy Inception

1-1-2023

Number of Holdings

20

Alpha

2.65%

Beta

0.88

YTD Return (Net)

4.76%

Direct Index 100

Strategy Inception

8-1-2023

Number of Holdings

100

Alpha

0.79%

Beta

0.76

YTD Return (Net)

1.57%

Find out how Evestia can help you move forward.

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