A New Era in Private Equity Investing

The Evergreen Fund is designed to provide diversified exposure to all segments of the private equity market with a core focus on the middle market and lower middle market companies. We believe middle market companies offer the better valuations, more opportunities for value creation and higher long-term total return potential. Middle market companies are also not typically reliant upon the IPO market for liquidity, benefiting from a diverse buyer pool upon exit including private equity firms and strategic acquirers.

The Fund maintains exposure to multiple general partners with a focus on sector specialists and operationally driven sponsors. We believe providing exposure to a wide range of private equity sponsors across all sizes and sectors creates better investor outcomes.

The Fund will seek to provide diversified private equity exposure primarily through direct co-investments with complementary exposure to secondary investments. We believe a co-investment driven strategy provides the highest potential return and lowest overall fee drag. A co-investment focused strategy may also generate more sustainable returns throughout a market cycle when compared to a secondary-focused strategy, which may have the potential to generate near-term performance while sacrificing long-term total return.

The Evergreen Fund portfolio management team has significant experience managing registered funds and Evergreen private equity vehicles. We believe this experience is critical when it comes to portfolio management, asset allocation, cash flow planning and most importantly, liquidity management.