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evergreen funds

3 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement May 5, 2025 by Michael Sidgmore · across every show →

Everything said about evergreen funds, oldest first

May 5, 2025 neutral
Assertion Not publicly verifiable
Only roughly 200 evergreen funds existed in the US in late 2024
“Goldman had a report on evergreens in the fall of twenty-twenty-four, and there's really only in the U.S. At the time, there's like 200 evergreen funds. So there's not a lot of choices relative to the thousands of closed-end funds that people can invest in.”
Michael Sidgmore May 5, 2025 ▶ 42:59 Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
May 26, 2025 neutral
Assertion Supported
Most private market evergreen managers hold 15% to 25% in liquid securities
“Most of these fund managers in the private market evergreen space, there's still less than 500 of them that exist today. Hold anywhere between 15 to 25% in liquid securities, and they do charge higher fees.”
Kristin Kolurgis-Roland May 26, 2025 ▶ 43:54 Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
May 26, 2025 neutral
Assertion Not checkable as stated
Return dilution in evergreen funds ranges from 200 to 500 basis points
“Return dilution is anywhere from two to 500 basis points.”
Kristin Kolurgis-Roland May 26, 2025 ▶ 44:22 Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
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