| The Eaton Vance Small/Mid-Cap Equity Strategy offers exposure to a broadly diversified portfolio of high quality, small- and mid-cap companies. |
| We focus on three definable inputs - Quality, Valuation, and Time (QVT). Our focus on quality drives a preference for well-entrenched franchises with durable and scalable business models, typically benefitting from either structural growth (compounders) or structural change (improvers). 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 cap universe. |
| 6 person team with an average of 15 years experience located in Boston |
| Supported by the broader Eaton Vance equity group with over 501 investment professionals |
| Analyst-driven process with collaborative culture |
| High levels of accountability, with disctinct lines of responsibility |
| 1Portfolio managers, analysts, and traders including US and Global/International Equity team members. |
| Structured to implement our philosophy in a disciplined and repeatable reward-to-risk framework |
| Designed to maximize the impact of fundamental bottom-up stock selection |
| Portfolio exercises ensure team ownership, encourage collaboration, and test biases |
| 1000+ company meetings per annum |
| 50 – 100 holdings2 |
| Quality/core bias |
| Expect resilience in down markets |
| Alpha driven by bottom-up stock selection |
| Clearly defined risk parameters |
| 2The number of securities/holdings indicated is the current range typically associated with this type of account and will vary depending on account size, client parameters and market conditions prevailing at the time of investment. |
Investment Team
Michael D. McLean, CFA
Portfolio manager, Consumer Discretionary & Consumer Staples
17 years of industry experience
17 years at Eaton Vance
B.S., Providence College
J. Griffith Noble, CFA
Portfolio manager, Energy, Industrials & Materials
23 years of industry experience
7 years at Eaton Vance
B.S., University of Vermont
MBA, Babson College
Brian Hertzog
Technology
20 years of industry experience
2 years at Eaton Vance
BA, Saint John's University
Prachi Samudra
Financials
12 years of industry experience
4 years at Eaton Vance
B.S., Walchand College (India)
MBA, Duke University
Andrew Valk, CFA
Utilities, Industrials
13 years of industry experience
11 years at Eaton Vance
BS, Worcester State University
Ryan Cavanaugh, CFA
Health Care
6 years of industry experience
6 years at Eaton Vance
B.S., Bentley University
| Benchmark: Russell 2500™ Index |
