Eaton Vance Equity Team

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Overview

Eaton Vance Equity is comprised of six distinct investment teams of experienced, long-tenured investors. We employ bottom-up, research driven investment approaches designed to deliver attractive risk-adjusted long-term performance for clients. We utilize a structural approach to mitigate behavioral biases in investment decision-making. Eaton Vance Equity investment teams manage diverse strategies across U.S., international and global equity covering various market capitalization and investment styles.

Eaton Vance Equity Core/Growth

The Core/Growth Team constructs active portfolios of primarily U.S. companies across the core and growth equity spectrum, including a dedicated strategy focused on dividend paying companies, driven by deep bottom-up analysis and a culture of collaboration. Each stock that makes its way into the portfolios is evaluated in the context of risk versus reward.

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Eaton Vance Equity Global

The Global Team utilizes a bottom-up fundamental investment process to identify companies with sustainable business models that demonstrate the ability to deliver sustainable financial performance. The backbone of portfolios is high and improving quality companies with the ability to deliver high growth, high gross margins and high or improving Return on Invested Capital (ROIC), as a good blend of these factors is prevalent in companies that compound cashflows over the long term. Portfolio Exercises are a prominent aspect of the team’s investment process to systematically minimize behavioral biases in investment decision-making.

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Eaton Vance Equity International Small/Mid-Cap

The International Small/Mid-Cap Team has a bottom-up focus on three definable inputs - Quality, Valuation, and Time (QVT). We believe a disciplined combination of quality in a reward-to-risk framework with a long-term mindset can uncover sources of alpha in the broad and inefficient small and mid-cap universe.

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Eaton Vance Equity U.S. Small/Mid-Cap

The U.S. Small/Mid-Cap Team believes that a focus on quality is critical in delivering attractive risk-adjusted returns in small- and mid-cap stocks. Our dedicated small- and mid-cap team employs bottom-up fundamental research to identify those well-entrenched businesses with sustainable competitive advantages and durable and scalable business models.

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Eaton Vance Equity Value

The Value Team employs an Opportunistic Value approach, seeking leading companies that are mispriced, and trading at a discount to their intrinsic value. The experienced, dedicated Value Team builds highly active quality portfolios driven by deep bottom-up analysis, and a process that eschews common investor behavioral biases and encourages long-term investing aligned with our clients.

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Eaton Vance Equity Income Solutions

The Equity Income Solutions Team is a long-time leader in tax-efficient equity income investing. The team employs solutions to maximize after tax-returns, qualified dividend income (QDI), and charitable contributions.

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Team information may change from time to time.

There are important There is no assurance that a portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market value of securities owned by the portfolio will decline. Accordingly, you can lose money investing in this strategy. Please be aware that this strategy may be subject to certain additional risks.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations. There are important differences in how the strategy is carried out in each of the investment vehicles.