Global listed equities for long-term investors

Enduring value,
thoughtfully built.

Evermore Asset Management is an Adelaide-based investment manager being built to invest in global listed equities with patience, discipline and alignment.

The firm is being developed for family offices, professional investors and aligned private capital seeking long-term exposure to global public markets.

Adelaide · Australia · Global public markets

Expressions of interest only

Proposed launch · Subject to requirements

01

Positioning

Public-markets investment firm in formation

The best opportunities often emerge where structural change meets patient capital.

Evermore is being developed as a boutique public-markets investment manager focused on long-term global listed-equity investing.

Over time, Evermore may also consider selective private or co-investment opportunities where they are aligned with the firm’s long-term investment framework.

02

Investment approach

How we intend to invest

Discipline over market noise.

01

Structural growth

We seek to identify businesses positioned to benefit from durable changes in technology, demographics, consumption, healthcare, infrastructure and global productivity.

02

Research-led conviction

Evermore’s process is intended to combine bottom-up company research, valuation discipline and portfolio construction awareness.

03

Long-term alignment

The firm is being built around patient capital, transparent communication and alignment with foundation partners.

03

Proposed mandate

Concentrated global equity strategy

Australian insight.
Global opportunity.

The proposed strategy is being developed as a concentrated, long-horizon global equity strategy for family offices, wholesale investors, professional investors and aligned private capital.

Strategy
Global listed equities
Style
Long-term · Concentrated · Research-led
Investor focus
Family offices · Wholesale investors · Professional investors · Aligned private capital
Time horizon
Multi-year
Launch status
Proposed launch, subject to legal, regulatory and operational requirements
Structure
To be confirmed
Availability
Expressions of interest only; no product currently available

No investment fund or financial product is currently available through this website.

04

Foundation partners

Early conversations ahead of launch

Built with a small group of aligned foundation partners.

Evermore is currently speaking with a small number of prospective foundation partners ahead of its proposed launch. Foundation partners may receive early access to strategy updates, proposed terms and mandate discussions as the firm’s launch plans develop.

Any future offer will only be made under the relevant legal, regulatory and fund documentation requirements.

05

Mandate flexibility

For qualifying foundation investors

Room for considered mandate customisation.

For qualifying foundation investors, Evermore may consider customised reporting, separately managed accounts or dedicated investment guidelines, including values-based or Shariah-screened parameters, subject to legal, regulatory and operational review.

Evermore does not currently market any strategy as Shariah-compliant. Any Shariah-screened approach would require independent advice, agreed screening criteria and appropriate operational oversight.

06

Institutional foundations

Being built seriously

Founder-led, institutionally aware.

Independent research

Bottom-up company analysis supported by valuation discipline, portfolio construction awareness and ongoing thesis review.

Governance

Evermore is developing a documented investment framework, risk parameters and portfolio review process ahead of launch.

Service providers

Independent administration, custody, audit and legal infrastructure are expected to be appointed prior to any formal launch.

Investor alignment

Founder capital is expected to be invested alongside clients, subject to final fund structure and documentation.

Expressions of interest

Start a foundation partner conversation.

Register your interest to receive selected updates as Evermore’s proposed strategy, operating model and launch plans develop.

Private & confidentialNo commitment required

Information will only be provided to persons who qualify as wholesale, professional or sophisticated investors where permitted by law.

By registering interest, you are not applying for, subscribing to, or committing to invest in any financial product.