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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

-2.21%

Beta

0.85

YTD Return (Net)

14.90%

Mega Cap Growth

Strategy Inception

9-1-2022

Number of Holdings

20

Alpha

1.82%

Beta

0.80

YTD Return (Net)

20.87%

Mega Cap Value

Strategy Inception

9-1-2022

Number of Holdings

20

Alpha

-4.97%

Beta

0.93

YTD Return (Net)

1.20%

Large Cap Core

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

-2.87%

Beta

0.67

YTD Return (Net)

9.60%

Large Cap Growth

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

-2.91%

Beta

0.66

YTD Return (Net)

10.57%

Large Cap Value

Strategy Inception

1-1-2022

Number of Holdings

30

Alpha

0.80%

Beta

0.73

YTD Return (Net)

17.72%

Mid Cap Core

Strategy Inception

11-1-2021

Number of Holdings

30

Alpha

0.61%

Beta

0.77

YTD Return (Net)

10.31%

Mid Cap Growth

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

-5.90%

Beta

0.64

YTD Return (Net)

6.57%

Mid Cap Value

Strategy Inception

7-1-2023

Number of Holdings

30

Alpha

5.37%

Beta

0.6

YTD Return (Net)

20.37%

International Stock

Strategy Inception

1-1-2023

Number of Holdings

20

Alpha

-0.94%

Beta

0.85

YTD Return (Net)

14.99%

Global Stock

Strategy Inception

11-1-2021

Number of Holdings

50

Alpha

-1.16%

Beta

0.84

YTD Return (Net)

12.05%

Direct Index 100

Strategy Inception

8-1-2023

Number of Holdings

100

Alpha

-0.20%

Beta

0.77

YTD Return (Net)

9.62%

Find out how Evestia can help you move forward.

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