Equitas Evergreen Fund, L.P.

Designed to rise above the market. Far above.

ACCREDITED INVESTOR ACCESS: We have a fiduciary duty to vet prospective investors. Please contact us to find out more.

Bloomberg ranks the Evergreen Fund in its top 10 Multi-Strategy Funds of Hedge Funds for 1, 3, 5 and 10 year periods.

Equitas Evergreen Fund was launched July 2003 and manages alternative asset investments across a combination of nineteen funds managed by twelve managers, representing seven investment strategies, as of 12/31/2021. 

Both quantitative and qualitative aspects of Evergreen Fund’s due diligence process are blended to focus on the Five Ps. The People in the firm, their Philosophy and investment Process, the resulting investment Portfolio, and its Performance during different market environments. Manager meetings are conducted on-site in both our New Orleans office and in the investment managers’ offices in the U.S. and overseas. The Fund considers risk management to be an integral element in portfolio engineering. The Evergreen Fund seeks a double-digit annual return target and has a high water mark* with a hurdle rate** of eight percent.

NEWS:

LP: Best Multi-Strategy – Multi-Manager Fund: Equitas Evergreen Fund, LP

LP: Best Multi-Strategy – Multi-Manager Fund: Equitas Evergreen Fund, LP https://vimeo.com/649910957 Equitas CEO and Founder, David Thomas voiced his appreciation

Awards Video

2021 HFM US performance award: Equitas Evergreen Fund

2021 HFM US performance award – Equitas Evergreen Fund New Orleans-based Equitas Capital Advisors earned the 2021 HFM top performance

Awards

The hedge fund universe has diverse return profiles, so the type of fund chosen can significantly affect expected returns. The use of a fund of funds can be beneficial for all of the following reasons:

  • Diversification across strategies and managers
  • Lower correlations to traditional asset classes
  • Professional allocation among different management styles
  • Access to fund strategies that individuals may not be able to access directly

Additionally, the Equitas Evergreen Fund offers investors:

  • Transparency to the underlying managers
  • Quarterly strategy updates
  • Comprehensive portfolio due diligence and monitoring
  • Portfolio management experience
  • 18 year track record