Regional Exposure
% of Portfolio 3/31/18| Evermore Global Value Institutional | MSCI ACWI Ex USA NR USD | |
|---|---|---|
| Africe/ME | 0.00 | 2.30 |
| AustralAsia | 0.00 | 4.50 |
| Greater Asia | 10.70 | 39.10 |
| Greater Europe | 73.30 | 44.10 |
| Latin America | 1.80 | 3.20 |
| North America | 14.10 | 6.90 |
Source: Morningstar Direct
Sector Exposure
% of Portfolio 3/31/18| Industrials | 36 |
|---|---|
| Financials | 15.3 |
| Consumer Discretionary | 14.4 |
| Information Technology | 10.7 |
| Healthcare | 7 |
| Telecommunications Services | 6.5 |
| Materials | 5.8 |
| Energy | 2.4 |
| Consumer Staples | 1.8 |
| Real Estate | 0 |
Source: Morningstar Direct
Market Cap Comparisons
% of Portfolio 3/31/18| Evermore Global Value Institutional | MMSCI ACWI Ex USA NR USD | |
|---|---|---|
| Micro | 12.90 | 0.00 |
| Small | 36.30 | 0.20 |
| Mid | 20.90 | 12.40 |
| Large | 26.80 | 36.00 |
| Giant | 3.00 | 51.50 |
Source: Morningstar Direct
David Marcus
Global Value Fund Commentary | Q1 2018
Fueled by strong corporate earnings reports and the impending…..
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The MSCI ACWI ex USA Index captures large and mid cap representation across 22 of 23 Developed Markets (DM) countries (excluding the US) and 23 Emerging Markets (EM) countries*. With 1,855 constituents, the index covers approximately 85% of the global equity opportunity set outside the US.
Morningstar World Stock Category Average represents an average of all of the funds in the Morningstar World Stock category.
Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security.