Invest with Us

Invest with Us 2020-04-03T13:11:34-05:00

HOME > INVEST WITH US

Be sure to read and consider the prospectus carefully before investing or sending money. It contains important information about investment objectives, risks, sales charges, fees and expenses.

Download and Print Prospectus

Individual Investors

To invest in Evermore Funds Trust:

Please contact your investment advisor or download the application (for IRAs, use the IRA application), complete it and mail it with a check made out to Evermore Funds Trust.

Download and Print Application

Download and Print IRA Application

Evermore Funds
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701 Milwaukee, WI 53201-0701

Institutional Investors

To invest in Evermore Funds Trust:
Please follow the instructions for Individual Investors above.
To invest in a separate account, please contact us at:

866-315-2710 or info@evermoreglobal.com

Sign up for fund quarterly updates.

Disease outbreaks that affect local economies or the global economy may materially and adversely impact our investment fund and portfolio and/or our business. For example, uncertainties regarding the novel coronavirus (COVID-19) outbreak have resulted in serious economic disruptions internationally and especially in Asia. These types of outbreaks can be expected to cause severe decreases in core business activities such as manufacturing, purchasing, tourism, business conferences and workplace participation, among others. These disruptions lead to instability in the market place, including stock market losses and overall volatility, as has occurred in connection with COVID-19. The full impacts of a pandemic or disease outbreaks are unknown, resulting in a high degree of uncertainty for potentially extended periods of time.

Mutual fund investing involves risk. Principal loss is possible. The Funds invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. This risk is greater for investments in emerging markets. Investing in smaller companies involves additional risks such as limited liquidity and greater volatility. The Funds may make short sales of securities, which involves the risk that losses may exceed the original amount invested. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment in lower-rated, non-rated and distressed securities presents a greater risk of loss to principal and interest than higher-rated securities. Additional special risks relevant to our funds involve derivatives and hedging. Please refer to the prospectus for further details.

This website is intended only for investors and prospective investors residing in the United States. This website should not be considered a solicitation or an offering of any of the Evermore Funds to individuals residing outside the United States.

Fund holdings and/or sector allocations are subject to change at anytime and are not recommendations to buy or sell any security.

Evermore Global Advisors, LLC is the advisor to the Evermore Global Value Fund which is distributed by Compass Distributors, LLC.

The Securities and Exchange Commission (SEC) does not approve or disapprove of any investment.

View Prospectus

About Us

Our Products

Literature & Insights

Investment Professionals

Evermore Global Advisors, LLC

89 Summit Avenue

Summit, New Jersey 07901

TEL: 908-378-2880