Evolution Global Advisors is an independent, 100% employee-owned boutique asset manager specializing in developed and emerging markets international small caps. We focus squarely on delivering sustainable alpha in this less efficient and often overlooked asset class.

An Evolution

Designed for a differentiated active investment approach

 

EGA was established in 2018, but as a team we trace our roots to 2006, the year our co-founders started working together at a prior firm. EGA strives to be an evolution, an amalgamation that stems from the best practices and lessons learned over three decades at firms ranging from some of the world's largest asset management firms to small boutiques. Through our institutional asset management heritage and entrepreneurial drive, we seek to develop a differentiated approach to small cap investing. We strive for a better alignment of manager and client goals by utilizing extensive experience, strict capacity-controlled strategies and a close-knit culture of trust and accountability. We further ensure strong alignment by investing alongside our clients.

EGA at a Glance

2018
Founded

6
Year GIPS-Compliant Track Record
(International Small Cap)

2
Senior PMs
with 25+ years
of investment experience each

1
Singular Focus – International Small Caps

1
Senior Marketing and
Client Service Professional
with 30+ years of experience

40-60
Stock concentrated portfolio

19
The number of years EGA’s
lead PM has been managing
an International Small Cap Strategy

100% Client First
Strict strategy capacity limits

Invested alongside our clients

Performance-based fee structure (optional for clients)

 

 

9
The number of years EGA’s
founders have worked together