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ABOUT EVP MANAGEMENT PHILOSOPHY PROCESS WHAT WE OFFER
What We Offer
One Philosophy and Process: Three Ways to Invest
Direct with EVP
EVP European Equity Portfolio
We offer private accounts in Europe and the United States with a minimum investment of € 1,000,000. Private accounts are generally appropriate for high net worth and institutional clients who can meet higher investment minimums. Clients have the flexibility to choose their own custodial bank and receive regular reporting based on the individual securities held in their portfolios. Individuals can not invest directly in an EVP private account but can access us through their wealth advisor or bank. The key benefits of EVP's private account offering are transparency of the trading activities, control of the flows, and direct access to EVP.
European Value Partners SICAV-SIF, Polaris Equity Fund
Our commingled fund is for sale only to "informed investors" as defined by Luxembourg law. It is offered on a private placement basis in certain jurisdictions outside the United States with a minimum investment of € 125,000. As with our private account offering, individuals can not invest directly in the Polaris Equity Fund but can access us through their wealth advisor or bank. Please request our Offering Memorandum from our Client Relations team for further information on the rights and obligations of investors in the Polaris Equity Fund.
Sub-advised Fund
Nordea-1 SICAV European Value Fund
The European Value Fund has been managed or advised by Tom Stubbe Olsen since 1998 with Léon Kirch joining him in 2002. This award winning fund is currently rated AA from Standard and Poor's with Morningstar ranking it in the in the top 13% of all funds in its category based on ten year performance*.
The minimum investment is € 50 (Share Class BP).
For information on the Nordea European Value Fund, please contact Nordea.
Source: Morningstar, Inc. For the ten year period ending June 30, 2010. The information sourced from Morningstar herein: (1) is proprietary to Morningstar and/or its content providers; (2); is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Morningstar, Inc. All rights reserved.