The EMA GARP Fund, L.P. ("Fund") is an investment partnership that seeks to achieve capital appreciation and provide superior risk-adjusted returns to investors by making long-term equity investments in reasonably priced, public and private US and foreign companies with sustainable high growth.

The Fund launched on January 1, 2006 and achieved a 19.5% NAV return for 2006 (net all fees and expenses). The Fund returned 34% on an IRR basis and 21.3% on a dollar weighted-average basis due to significant additions of new capital during the year and gains earned late in the year.

In 2007, the Fund achieved a 40.5%* NAV return, net all fees and performance allocation. Since inception, the Fund has returned 67.9%*.

The key investment terms of the EMA GARP Fund are as follows:
  • Evergreen emerging growth equity investment partnership.
  • Formal start date January 1, 2006.
  • Mixture of public and private opportunities, U.S. and International.
  • Open monthly, two year lock-up.
  • Fees: 2% annual management; 20% incentive fee after 10% hurdle achieved.
  • Quarterly and annual reporting; annual audited financials.
If you are interested in learning more about the EMA GARP Fund, contact us.

Note: Individuals must be "accredited investors" as defined by the U.S. SEC. This page should not be construed as an offer to sell or buy any product. An offer may only be made by means of a confidential private placement memorandum or other similar materials which contain a description of material terms relating to an investment in a fund (EMA GARP Fund, LP).

* Unaudited estimate.