Right Cycle Investing is Evergreen Capital’s trademarked description
of the investment management process we follow.
RIGHT CYCLE STRATEGIC INCOME
These portfolios of individual income securities are designed to accomplish two main objectives: cash-flow generation and principal preservation. Our extensive experience with corporate and municipal bonds, Master Limited Partnerships (MLPs), preferred stocks, and Real Estate Investment Trusts (REITs) allows us to strategically target a more comprehensive set of yield vehicles to meet our clients’ income needs.
In certain situations, we are able to offer dedicated government-backed debt portfolios as well as those totally devoted to tax-free bonds. Further, we are able to construct portfolios that combine ultra-high grade fixed-income securities with corporate bonds, preferred stocks, MLPs, and REITs, thereby tailoring the yield and risk profile to the clients’ specific income and safety requirements.
RIGHT CYCLE INDIVIDUAL EQUITIES
Evergreen’s individual equity portfolios generally consist of 40-50 stock positions, which are carefully examined and valued by our experienced research team before purchase. ECM seeks to invest our clients' equity portfolios in financially sound companies that are typically leaders in their industry and offer attractive investment opportunities long-term. Securities are diversified across many sectors to decrease the overall portfolio volatility and to minimize concentration risk.
RIGHT CYCLE ETF INCOME
Our exchange-traded funds (ETF) income portfolio shares the same “against the herd” mentality as the rest of our strategies. It too seeks to help clients generate returns superior to those of short-term interest rates. Through the integrated use of a variety of investment vehicles, Evergreen Capital strives to provide reliable cash flow along with capital appreciation.
RIGHT CYCLE ETF EQUITIES
By combining our trademarked investment strategy with the distinctive advantages of ETFs, ECM is able to deliver an innovative and transparent investment strategy. Cost efficiency, low turnover, and scalability allow our ETF portfolios to accommodate accounts of varying size. Our proprietary study of mutual fund data, combined with valuation analysis, helps us to identify overvalued and undervalued segments within the market. This gives us a unique ability to anticipate shifts in investor attitudes and, most important, to profit from that knowledge.
RIGHT CYCLE Alternative
An extension of the trademarked Right Cycle process, this strategy is designed to offer an all-weather investment strategy which seeks to maximize investment returns during volatile market periods. The objective is similar to hedge funds, without many of the traditional drawbacks. Using proprietary market indicators it varies between long or short the equity markets along with a continual allocation to short-term treasuries and cash.
