In the News
Jim Tringas, senior portfolio manager of Evergreen Special Values Fund, was quoted on the title insurance industry.
Margie Patel, portfolio manager of Evergreen Diversified Income Builder Fund and Evergreen Diversified Capital Builder Fund, was quoted on the performance of U.S. stocks.
Tim O'Brien, manager of Evergreen Utility and Telecommunications Fund, was profiled in a Q and A regarding the utility sector's strength amid a bleak market.
Margie Patel, portfolio manager of Evergreen Diversified Income Builder Fund and Evergreen Diversified Capital Builder Fund, was quoted on the performance of U.S. corporate bonds over the next year.
Margie Patel, portfolio manager of Evergreen Diversified Income Builder Fund and Evergreen Diversified Capital Builder Fund, was quoted on a potential rebound in U.S. auto sales by 2010.
Margie Patel, portfolio manager of Evergreen Diversified Income Builder Fund and Evergreen Diversified Capital Builder Fund, discussed a survey conducted by Wells Fargo in November that showed a significant decrease in consumer spending among U.S. homeowners.
Evergreen Fundamental Mid Cap Value Fund, managed by Jim Tringas; Evergreen Large Company Growth Fund, managed by Aziz Hamzaogullari; and Evergreen Omega Fund, also managed by Aziz Hamzaogullari, were highlighted as 'Category Kings'-- top performers in their categories.
Darcy Morrison, senior research analyst with Tattersall Advisory Group, was quoted on investors' reactions to the Federal Reserve's, Term Asset-Backed Securities Loan Facility (TALF).
John Lynch, Evergreen's Chief Market Analyst, was quoted on the slow decline in stocks due to investors’ fear of a deep recession.
Lloyd Lipsett, senior vice president with Evergreen's Legal Asset Management Mutual Fund Team, was quoted on the potential impact new government regulations could have on smaller hedge funds.
Margie Patel, portfolio manager of Evergreen Diversified Income Builder Fund and Evergreen Diversified Capital Builder Fund, was quoted on the possible collapse of America's automakers and its impact on the junk bond market.
Evergreen Income Advantage Fund, a closed-end fund managed by Andrew Cestone, was highlighted as one of the top five “funds to buy” by money manager William Vellon of Kingsbury Capital Investment Advisors.
Darcy Morrison, senior research analyst with Tattersall Advisory Group, was quoted on recent changes in the Troubled Asset Relief Program (TARP) and the impact it may have on the asset-backed security (ABS) market.
John Lynch, Evergreen’s Chief Market Analyst, was quoted on the impact a shift in the Presidential party historically has had on the markets.
Evergreen Global Dividend Opportunity Fund, managed by Tim O'Brien, was recognized as one of only four closed-end equity funds to report a positive return in October.
Evergreen Large Company Growth Fund, managed by Aziz Hamzaogullari, was recognized as the year-to-date top performer in the Large-Cap Growth category.
Michael Bradshaw, portfolio manager of Evergreen Precious Metals Fund, was quoted on the performance of gold as many investors turn to the precious metal for stability amid market volatility.
Jerry Zhang, portfolio manager of Evergreen Emerging Markets Growth Fund, discussed the impact of the current market environment on emerging market investments.
Evergreen Fundamental Mid Cap Value Fund, managed by Jim Tringas; Evergreen Large Company Growth Fund, managed by Aziz Hamzaogullari; and Evergreen Omega Fund, also managed by Aziz Hamzaogullari, were highlighted as 'Category Kings'-- top performers in their categories.
Tony Norris, portfolio manager with Evergreen International Advisors, was quoted on the growing supply of Treasury bonds as the financial crisis prompts nations to invest in their own banks and currencies.
Evergreen Investments was ranked 29th based on U.S. 401(k) plan assets managed internally.
John Lynch, Evergreen’s Chief Market Analyst, was quoted on his belief that the financial crisis will dominate the President's policy agenda for the first year in office.
John Lynch, Evergreen’s Chief Market Analyst, was quoted on Thursday’s (10/30) volatility in the stock market, which rallied late in the day despite a bleak economic report.
Margie Patel, portfolio manager of Evergreen Diversified Income Builder Fund and Evergreen Diversified Capital Builder Fund, was featured in a video segment on hedge funds and their impact on certain areas of the market.
Margie Patel, portfolio manager of Evergreen Diversified Income Builder Fund and Evergreen Diversified Capital Builder Fund, was quoted on the virtual freeze in the high yield bond and leveraged loan markets.
Robert Junkin, portfolio manager of Evergreen Health Care Fund, was featured in a profile highlighting the merits of investing in the sector during volatile markets.
John Lynch, Evergreen’s Chief Market Analyst, was quoted on Friday’s (10/24) decline in stock markets around the world, which some believe is evidence of a global recession.
John Lynch, Evergreen’s Chief Market Analyst, was quoted on a drop in U.S. stocks on Friday (10/24) following a sell-off in global markets amid heightened concern over the financial crisis and the growing possibility of a recession.
Margie Patel, portfolio manager of Evergreen Diversified Income Builder Fund and Evergreen Diversified Capital Builder Fund, was featured in a video segment discussing her belief that the panic in the financial markets has pushed bond prices to historically low levels, creating rare investment opportunities.
Evergreen Emerging Markets Growth Fund, managed by Jerry Zhang, was recognized among the top international funds based on 36-month total return performance as of September 30, 2008.
John Lynch, Evergreen's Chief Market Analyst, was quoted on Wall Street’s strong comeback on Monday.
John Lynch, Evergreen's Chief Market Analyst, was quoted on his outlook for the financial markets and economy.
Evergreen Omega Fund, managed by Aziz Hamzaogullari, was recognized as the top performer among its peers.
Evergreen Large Company Growth Fund, managed by Aziz Hamzaogullari; Evergreen Health Care Fund, managed by Robert Junkin; and Evergreen Adjustable Rate Fund, managed by Rich Applebach, Chris Kauffman and Todd Kuimjian, were highlighted as top performers in their categories.
Evergreen Precious Metals Fund, managed by Michael Bradshaw, and Evergreen Emerging Markets Growth Fund, managed by Jerry Zhang, were recognized as ‘winners’ in their categories.
Evergreen Fundamental Mid Cap Value Fund, managed by Jim Tringas; Evergreen Large Company Growth Fund, managed by Aziz Hamzaogullari; and Evergreen Omega Fund, also managed by Aziz Hamzaogullari, were highlighted as 'Category Kings'-- top performers in their categories.
Jim Medvedeff, senior analyst with Evergreen's Fundamental Equity Research group, shared his outlook for General Electric.
Margie Patel, portfolio manager of Evergreen Diversified Income Builder Fund and Evergreen Diversified Capital Builder Fund was featured a profile article highlighting six of the “brightest investment minds” in the business. Margie discussed her investment strategy and areas of the market she currently sees investment opportunities.
Margie Patel, portfolio manager with Evergreen's Fundamental Equity Group, was quoted on increased favor among investors for investment grade bonds thanks to larger-than-normal yields.
Joe Biernat, chief investment strategist at European Credit Management, was quoted on investment opportunities in high-quality asset-backed securities.
Evergreen Precious Metals Fund, managed by Michael Bradshaw; Evergreen Fundamental Mid Cap Value Fund, managed by Jim Tringas; Evergreen Large Company Growth Fund, managed by Aziz Hamzaogullari; and Evergreen Omega Fund, also managed by Aziz Hamzaogullari, were highlighted as 'Category Kings'-- top performers in their categories.
In the annual ranking, 'And the Winners Are', Evergreen Emerging Markets Growth Fund, managed by Jerry Zhang, and Evergreen Precious Metals Fund, managed by Michael Bradshaw, were recognized among their peers as top performers in their categories.
Dominic Stigi, bond trader with Tattersall Advisory Group, commented on the effect that declining personal income may have on the market and the upcoming holiday season.
Margie Patel, portfolio manager with Evergreen's Fundamental Equity Group, discussed opportunities she is finding in the financial sector.
Margie Patel, portfolio manager with the Evergreen Fundamental Equity group, was featured in a profile highlighting Evergreen Diversified Capital Builder Fund.
Tony Norris, portfolio manager with Evergreen International Advisors, was quoted on a recent rise in European government bonds.
Mike Woods, head of Evergreen’s Financial Institutions Group, discussed plans to expand Evergreen’s defined contribution business.
Margie Patel, portfolio manager with Evergreen Fundamental Equity Group, was quoted on the recent slowdown in corporate bond issuance as borrowing costs remain near record highs.
Evergreen International Bond Fund, managed by Anthony Norris, Peter Wilson, Michael Lee and Alex Perrin, was recognized as a 'Leader' in its category.
Evergreen Precious Metals Fund, managed by Michael Bradshaw, was highlighted as a ‘Category King’ for its performance in the gold-oriented category.
John Lynch, Evergreen's Chief Market Analyst, was quoted on the economy following the release of the most recent unemployment and GDP data.
Rob Junkin, portfolio manager of Evergreen Health Care Fund, was quoted on hospital supply company Becton Dickinson.
Evergreen Diversified Capital Builder Fund, managed by Margie Patel, was highlighted as one of the top-three best-performing hybrid funds in the second quarter.
Dennis Ferro, Evergreen’s president and CEO, was highlighted for his legacy in helping rationalize and develop Evergreen's multiple investment platform model, his efforts to broaden Evergreen's global reach, and several priorities he will continue to focus on before retiring at the end of the year.
Margie Patel, portfolio manager with Evergreen's Fundamental Equity Group, discussed her belief that, with the default rate for companies issuing bonds projected to reach 5.8% by the end of the year, down the road, those companies facing default may be able to repay investors only a portion of their outstanding debt.
Joe Biernat, chief credit strategist for European Credit Management, discussed the positive outlook he maintains on the financial sector, noting that financials recently have outperformed on a valuation basis.
Kevin O’Connor was appointed chief investment officer for Wachovia Global Securities Lending.
Evergreen Precious Metals Fund, managed by Michael Bradshaw, was highlighted as a ‘Category King’ for its top performance in the gold-oriented category.
Margie Patel, portfolio manager with Evergreen's Fundamental Equity Group, was quoted on volatility in the automobile industry.
Evergreen Precious Metals Fund, managed by Michael Bradshaw, and Evergreen Emerging Markets Growth Fund, managed by Jerry Zhang, were recognized as ‘winners’ in their categories.
Joe Biernat, chief investment strategist at European Credit Management, was quoted on the recent increase in corporate bond issuance.
Jerry Zhang, portfolio manager of Evergreen Emerging Markets Growth Fund, discussed his investment strategy, stock selection criteria, and outlook for the various regions in which he invests.
Matthew Craston, joint head of leveraged loans at European Credit Management, was quoted on the European leveraged loan market.
Francis Claro, head of Evergreen’s International Developed Markets team, discussed the risk components US investors should be aware of when investing in foreign markets.
Gary Lisenbee, president of Metropolitan West Capital Management, shared the team's investment philosophy, market outlook and top stock picks in a profile of Evergreen Intrinsic Value Fund.
Joe Biernat, chief investment strategist at European Credit Management, discussed financial sector activity, particularly in the Euro market.
Evergreen Investments was highlighted for supporting and sponsoring the senior services of Stamford's 100-year anniversary celebration.
Joe Biernat, chief investment strategist at European Credit Management, was quoted on a historic opportunity to profit from investing in asset-backed debt thanks to the unusually high spreads.
Jerry Zhang, manager of Evergreen Emerging Markets Growth Fund, was quoted on the impact an economic slow-down in China and India could have on resource-based markets. Also highlighted was the fund's strong performance.
Evergreen Utility & Telecommunications Fund, managed by Tim O’Brien was recommended by Morningstar analyst, Hilary Fazzone, who favors funds with "long-tenured managers whose styles promise results that can be duplicated."
Scott Couto, head of Evergreen Global Product Development and Management, was quoted on the steps Evergreen has taken as one of three Boston-based asset management firms to secure alternative financing to redeem a partial but material portion of the outstanding auction preferred shares (APS) held in three Evergreen closed-end funds.
Robert Junkin, portfolio manager of Evergreen Health Care Fund, discussed challenges in the health care sector as a result of rising costs, regulatory guidelines and safety concerns.
Brian Coyle, Evergreen senior analyst, was quoted in a profile of Oracle's chief executive Larry Ellison. Brian discussed his favorable long-term outlook on the company.
Darcy Morrison, senior research analyst with Tattersall Advisory Group's Liquidity and Structured Solutions team, was quoted on the re-emergence of US asset-backed securities following measures taken by the Federal Reserve.
Ken Anderson, Director of Short Term Municipal Research, was quoted on the US Treasury debt prices.
Evergreen Investments was highlighted for supporting and sponsoring the Spring Fling tradition at Thomasboro Elementary School in Charlotte, NC.
Evergreen International Bond Fund, managed by Anthony Norris, Peter Wilson, Michael Lee and Alex Perrin, was recognized as a 'Leader' in its category.
Evergreen Mid Cap Value Fund, managed by Jim Tringas, was highlighted as a 'Category King’ for its top performance in the Mid Cap Value category.
Dennis Ferro, Evergreen's President and CEO and Peter Cieszko, President of Global Distribution, provided a positive overview of the firm's focus, strategy and progress toward being a leading investment manager.
Evergreen’s chief market analyst John Lynch was quoted on investing in the current market environment.
CIBC Asset Management highlighted the appointment of Metropolitan West Capital Management, LLC as portfolio sub-advisor, noting that Evergreen acquired a majority interest in Metropolitan West in 2006.
Mark Leonard, Vice President of Evergreen's Technology Operations group, was quoted on Apple's announcement to target business customers with the newly updated iPhone.
Paul Carder, portfolio manager with Evergreen's Small Cap Growth Equity team, was highlighted as a mentor for five Virginia Commonwealth University business students competing in a national competition.
Jim Medvedeff, senior analyst with Evergreen's Fundamental Equity Research group, was quoted on General Electric Co.'s first quarter earnings.
Peter Cieszko, head of Evergreen Global Distribution, discussed Evergreen's efforts to revamp retail distribution.
Evergreen Precious Metals Fund, managed by Michael Bradshaw, and Evergreen Emerging Markets Growth Fund, managed by Jerry Zhang, were recognized as 'winners' in their categories.
Evergreen Core Bond Fund, managed by Bob Calhoun, was highlighted as one of the 'largest taxable-bond funds.'
Evergreen Precious Metals Fund, managed by Michael Bradshaw, was highlighted as a 'Category King' for its top performance in the gold-oriented category.
Evergreen Precious Metals Fund, managed by Michael Bradshaw, was recognized as the quarter’s top performer among gold funds.
Lori Crosley was named a senior vice president and head of the institutional marketing strategy group at Evergreen Investments.
Don Bisson, portfolio manager of Evergreen Mid Cap Growth Fund, was quoted on the high demand FTI Consulting (Forensic Technologies International), is facing due to the challenges in the market.
Rob Junkin, manager of Evergreen Health Care Fund, discussed the performance of Boston Scientific stock.
Ken Anderson, director of short term municipal research with Evergreen's Institutional Municipal Bond group, was quoted on the state of the Treasury market.
Evergreen's Precious Metals Fund, managed by Michael Bradshaw, was highlighted as one of the top performing gold funds over the past five years.
Tim O'Brien, manager of Evergreen Utility and Telecommunications Fund, discussed February’s surge in gold and natural resources.
Evergreen Precious Metals Fund, managed by Michael Bradshaw, and Evergreen International Bond Fund, managed by Anthony Norris, Peter Wilson, Michael Lee and Alex Perrin, were recognized as 'Leaders' in their categories.
Evergreen Precious Metals Fund, managed by Michael Bradshaw, and Evergreen Fundamental Mid Cap Value Fund, managed by Jim Tringas, were highlighted as ‘Category Kings’ -- top performers in their categories.
Margie Patel, portfolio manager with Evergreen's Fundamental Equity Group, was quoted on the recent rapid expansion of distressed debt.
Walter McCormick, portfolio manager with Evergreen’s Fundamental Equity Group, was quoted on the possible impact the outcome of the US presidential election may have on global investors in certain industries, including health care, defense and utilities.
Evergreen Institutional Municipal Money Market Fund, managed by Mathew Kiselak, was featured in a fund profile highlighting the fund’s performance, which ranks number one among all institutional tax-exempt money market funds for the 5-year and 10-year time periods through the end of February.
Rick Marrone, senior portfolio manager with Evergreen's Institutional Municipal Bond Group, discussed the rise in yields of top-rated municipal bonds.
Rick Marrone, senior portfolio manager with Evergreen's Institutional Municipal Bond Group, discussed the below-average performance of US municipal bonds.
Clark Stamper, lead portfolio manager of Evergreen's Strategic Municipal Bond Fund, discussed Vallejo, California's motion to file for bankruptcy after negotiations with its labor unions collapsed.
Eric Harper, director of closed-end funds for Tattersall Advisory Group, was quoted on a surge in the Herzfeld Caribbean Basin Fund following Fidel Castro's resignation.
Parham Behrooz, senior portfolio manager with Tattersall Advisory Group's Multi-Strategy Fixed Income team, was quoted on a drop in US Treasury debt prices.
Francis Claro, head of Evergreen's International Developed Markets Team, discussed investment opportunities in 2008 in the face of a challenging market, highlighting companies he believes have solid upside potential.
Karen McColl, product manager with Evergreen Global Product Management, discussed Fund 360, Evergreen’s in-depth manager analysis meant to equip wholesalers with information with which to approach sales in a more consultative manner.
Mathew Kiselak, manager of Evergreen Municipal Bond Fund, was featured in a fund profile, discussing his investment strategy, diversification, risk management, current market conditions and 2008 outlook.
Shannon Reid, portfolio manager with Evergreen’s Fundamental Equity Group, was quoted on challenges Hewlett Packard may face in 2008.
Margie Patel, portfolio manager with Evergreen's Fundamental Equity Group, was quoted on recent rapid widening in high yield bond spreads.
Pieter Stalenhoef, analyst with Evergreen's International Emerging Markets Equity Team, discussed Mexican beverage producer Femsa, a company he believes has great growth and earning potential in 2008.
Evergreen’s chief market analyst John Lynch believes that the declining dollar has helped the US steer clear of a recession and that the Federal Reserve will continue to cut rates.
Walter McCormick, portfolio manager with Evergreen’s Fundamental Equity Group, discussed investment opportunities in the financial sector. Walter believes there is upside potential in some financial stocks that have been mispriced due to investor fear.
Evergreen Precious Metals Fund, managed by Michael Bradshaw, and Evergreen Emerging Markets Growth Fund, managed by Jerry Zhang, were highlighted as 'Category Kings'-- top performers in their categories.
Lisa Brown-Premo, head of Tattersall Advisory Group's Liquidity and Structured Solutions Team, commented on the recent increased demand for the 30-year Treasury bond as investors seek shelter from subprime mortgage losses and a slowing economy.
Margie Patel, portfolio manager of Evergreen Balanced Fund, discussed her investment strategy, market outlook, and changes made to the portfolio since she assumed responsibility in June 2007.