History

 

Key Milestones in Evergreen's History

2007

Evergreen acquires majority interest in European Credit Management Limited (ECM), a London-based provider of European credit absolute return solutions.

2006

Evergreen acquires majority interest in Metropolitan West Capital Management, LLC, an asset management firm noted for its intrinsic value strategies.

The firm launches Wachovia Global Asset Management, the brand name under which Evergreen sells and distributes investment products outside the United States.

2005

Evergreen announces strategic investment in Golden Capital Management, LLC.

2003

Evergreen forms a relationship with Grantham, Mayo, Van Otterloo & Co., LLC (GMO).

2002

Evergreen acquires J.L. Kaplan Associates, LLC, a Boston-based asset management firm noted for investing in small and mid cap companies.

Evergreen adds the First International Advisors group to its platform and renames it Evergreen International Advisors.

2001

OFFIT, a subsidiary acquired by Wachovia Corporation in 1999, becomes Evergreen OFFIT.

Wachovia formally completes a merger of equals with Evergreen Funds' umbrella company, First Union Corporation, to create the new Wachovia Corporation, of which Evergreen remains a subsidiary.

1999

Tattersall Advisory Group, Inc. (TAG), an investment advisory firm specializing in fixed income management, becomes a wholly owned, freestanding subsidiary of Evergreen Investments.

1997

Evergreen and Keystone Funds families are integrated under the name Evergreen Funds, resulting in more than 80 retail and institutional funds.

1996

Evergreen and Keystone Funds merge, combining the strengths of two industry leaders.

1932

Keystone creates one of the first mutual fund families.