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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
August 25, 2003 at 08:00 PM
Fund Currently Managed
Evergreen Health Care/A (EHABX), since inception in December, 1999.
Investment Style Overview
Invests in health care stocks around the globe, regardless of market-cap size. Focuses on business fundamentals, valuations, and earnings growth. Looks for stocks of companies trading at significant discounts to intrinsic value. Sells when price targets are reached.
Key Stock Selection Criteria
*Undervalued.
*Potential for above-average long-term returns.
Key Sell Criteria
*Reaches price target.
*Fundamentals deteriorate.
Biographical Notes
Liu-Er Chen, CFA, has been a vice president and portfolio manager since joining Evergreen Investment Management Co. in December 1995. Prior to that, he spent three years in U.S. and Germany pharmaceutical companies in their strategic planning area. He grew up in China and received advanced medical training there. He also received an MBA at Columbia University.
In addition to managing Evergreen Health Care fund, Chen is also involved in managing Evergreen Emerging Markets Growth Fund (EMGAX), the Asian ex-Japan portion of the Evergreen Global Opportunities Fund (EKGAX), and the Evergreen Premier 20 Fund (EPRAX).
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