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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

-3.36%

Beta

0.86

YTD Return (Net)

9.44%

Mega Cap Growth

Strategy Inception

9-1-2022

Number of Holdings

20

Alpha

0.44%

Beta

0.83

YTD Return (Net)

15.59%

Mega Cap Value

Strategy Inception

9-1-2022

Number of Holdings

20

Alpha

-4.21%

Beta

0.93

YTD Return (Net)

0.18%

Large Cap Core

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

-2.68%

Beta

0.69

YTD Return (Net)

9.18%

Large Cap Growth

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

-3.16%

Beta

0.68

YTD Return (Net)

10.80%

Large Cap Value

Strategy Inception

1-1-2022

Number of Holdings

30

Alpha

0.92%

Beta

0.72

YTD Return (Net)

14.57%

Mid Cap Core

Strategy Inception

11-1-2021

Number of Holdings

30

Alpha

0.08%

Beta

0.77

YTD Return (Net)

7.63%

Mid Cap Growth

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

-7.50%

Beta

0.66

YTD Return (Net)

6.98%

Mid Cap Value

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

4.92%

Beta

0.59

YTD Return (Net)

16.02%

Global Stock

Strategy Inception

11-1-2021

Number of Holdings

50

Alpha

-0.79%

Beta

0.84

YTD Return (Net)

10.96%

International Stock

Strategy Inception

1-1-2023

Number of Holdings

20

Alpha

-0.29%

Beta

0.86

YTD Return (Net)

12.89%

Direct Index 100

Strategy Inception

8-1-2023

Number of Holdings

100

Alpha

-0.26%

Beta

0.76

YTD Return (Net)

8.08%

Find out how Evestia can help you move forward.

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