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August 29, 2015 5:57 PM ET

Capital Markets

Company Overview of Wall Street EWM Funds Trust - The Wall Street Fund

Company Overview

Wall Street EWM Funds Trust - The Wall Street Fund is an open ended equity mutual fund launched and managed by Evercore Wealth Management, LLC. It invests in public equity markets of the United States. The fund primarily invests in stocks of companies operating across diversified sectors. It invests in dividend-paying growth stocks of large-cap, mid-cap and small-cap companies. The fund employs fundamental analysis with a focus on factors such as financial measures including pre-tax margins, return on equity and cash flow and earnings to create its portfolio. It benchmarks the performance of its portfolio against the Russell 1000 Index and the S&P 500 Index. The fund was formerly known as Th...

55 East 52nd Street

New York, NY 10055

United States

Founded in 1945

Phone:

212-822-7620

Key Executives for Wall Street EWM Funds Trust - The Wall Street Fund

Chairman and President
Age: 71
Chief Operations Officer, Executive Vice President and Treasurer
Chief Compliance Officer, Executive Vice President and Secretary
Portfolio Manager
Portfolio Manager
Compensation as of Fiscal Year 2015.

Wall Street EWM Funds Trust - The Wall Street Fund Key Developments

The Wall Street Fund, Inc. - The Wall Street Fund, Inc., Annual General Meeting, Sep 15, 2014

The Wall Street Fund, Inc. - The Wall Street Fund, Inc., Annual General Meeting, Sep 15, 2014. Location: principal offices located at 55 East 52nd Street. Agenda: To elect fund's directors; to approve agreement and plan of reorganization; to approve amended investment advisor contract between the fund and Evercore Wealth Management, LLC; to approve the elimination of fundamental investment restriction relating to the ability officers or directors or the officers or directors of its investment adviser to take long or short trading positions in its shares; to approve the elimination fundamental investment restriction that prohibits from purchasing or holding securities of any issuer any of whose officers, directors, trustees or security holders is an officer or director or its investment adviser, if after such purchase one or more of such persons owns beneficially more than 0.5 of 1% of such securities and all of them own beneficially more than 5% of the securities of such company; and to replace fundamental investment restriction which states that may not issue senior securities.

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