Investment Overview

A local emerging markets debt strategy investing significantly beyond the confines of the benchmark.
Investment team of 40+ professionals focus on country-level analysis in conjunction with associated risk factors.
Investment universe of greater than 100 countries.
Country-pickers approach with focus on local, sovereign exposure and flexibility to gain limited external exposure.
Information ratio target: 0.5-1.0
 

Portfolio Construction

Bottom-up portfolio construction by country and risk factor in conjunction with top-down risk measurement
Individual positions assessed through analysis of country fundamentals, risk factor valuation, portfolio fit, and expected liquidity
Developed market interest-rate risk (U.S. and German) and currency risk (EUR/USD exchange rate) are hedged

Investment Team

Marshall Stocker, PhD, CFA

Managing Director, Co-Head of Emerging Markets

Joined investment management industry in 1999

Joined Eaton Vance in 2013

PhD, Universidad Francisco Marroquin

MBA, Cornell University

BS, Cornell University

John Baur

Managing Director, Co-Head of Emerging Markets

Joined investment management industry in 2005

Joined Eaton Vance in 2005

MBA, Cornell University

B.S., Massachusetts Institute of Technology

Brian Shaw, CFA

Executive Director, Portfolio Manager

Joined investment management industry in 2007

Joined Eaton Vance in 2008

MBA, University of Chicago

BA, Vanderbilt University

Patrick Campbell, CFA

Executive Director, Portfolio Manager

Joined investment management industry in 2008

Joined Eaton Vance in 2008

B.A., Boston College

 

Benchmark

Benchmark: J.P. Morgan Government Bond Index: Emerging Market (JPM GBI-EM) Global Diversified

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