HISTORY
Since 1992, MetWest Capital’s investment disciplines and commitment to meeting client objectives have been developed, refined and maintained by company founders who continue to manage the firm today. The boutique culture remains a hallmark of our firm.
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| 1992 | Large Cap Intrinsic Value strategy inception |
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| | 1996 | International Intrinsic Equity strategy launches |
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| | 1997 | Howard Gleicher, Gary Lisenbee and Steve Borowski open MetWest Capital with three strategies all sharing the same investment philosophy: Large Cap Intrinsic Value, International Intrinsic Equity and Intrinsic Value Balanced |
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| | 2000 | Firm assets under management exceed $1 billion |
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| | 2003 | Small Cap Intrinsic Value strategy launches |
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| | 2004 | International Intrinsic Equity ADR-Only strategy launches |
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| | 2005 | Global Intrinsic Equity strategy launches |
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| | 2006 | Evergreen Investments acquires majority interest in MWCM
Founders retain significant minority interest
Firm assets under management exceed $5 billion |
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| | 2007 | Firm assets under management exceed $10 billion |
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| | 2009 | Wells Fargo acquires Wachovia, including Evergreen Investments
The investment team and strategies remain intact |
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