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Eaton Vance Equity Strategy Fund Class C (ERBCX)
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29/08 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 16,66M
Eaton Vance Richard Bernstein Eq Strat C
19,32
-0,14
-0,72%
ERBCX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Eaton Vance Equity Strategy Fund Class C. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de ERBCX, entre outras informações.
Informações de Contato
Endereço
Two International Place
Boston,MA 02110
United States
Boston,MA 02110
United States
Telefone
+1 8008362414
Site
www.eatonvance.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Jim Caron | Managing Director | 2025 | Agora |
| Biografia | Jim is a portfolio manager and senior member of the MSIM Global Fixed Income team and a member of the Asset Allocation Committee focusing on macro strategies. He joined Morgan Stanley in 2006 and has been with financial industry since 1992. Prior to this role, Jim held the position of global head of interest rates, foreign exchange and emerging markets strategy with Morgan Stanley Research. He authored two interest rate publications, the monthly Global Perspectives and the weekly Interest Rate Strategist. Previously, he was a director at Merrill Lynch where he headed the U.S. interest rate strategy group. Prior to that, Jim held various trading positions. He headed the U.S. options trading desk at Sanwa Bank, was a proprietary trader at Tokai Securities and traded U.S. Treasuries at JP Morgan. Jim received a B.A. in physics from Bowdoin College, a B.S. in aeronautical engineering from the California Institute of Technology and an M.B.A in finance from New York University, Stern School of Business. | ||
| Schuyler Hooper | Vice President | 2025 | Agora |
| Biografia | Mr. Hooper is an Executive Director of Morgan Stanley and Vice President of Eaton Vance and has been an employee of the Morgan Stanley organization for more than five years. | ||
| Michael Contopoulos | - | 2025 | 2025 |
| Biografia | Michael Contopoulos is the Director of Fixed Income at Richard Bernstein Advisors LLC. Mr. Contopoulos heads all research and strategy for the Fixed Income portion of RBA’s portfolios and is a senior member of the Investment Committee. Michael started his career at Tudor Investment Corporation in 2000 before joining the research department at Credit Suisse First Boston in 2002. In 2004 he left to build Bank of America’s quantitative credit strategy team and in 2011 he became the firm’s head of Convertible Strategy and created the Relative Value and Credit Derivatives Strategy teams. In 2012 Mr. Contopoulos became Bank of America Merrill Lynch’s Head of High Yield and Leveraged Loan Strategy where he was ranked the #2 Credit Strategist in Institutional Investor Magazine across multiple categories. Prior to joining RBA, Mr. Contopoulos was Anchorage Capital’s Chief Investment Strategist. He is a frequent guest on CNBC and Bloomberg television and often quoted in Barron’s, the Wall Street Journal and other publications for his keen insights and unique market color. He graduated from Columbia University with a B.A., majoring in Economics and Political Science. He also received an MBA from the NYU Stern School of Business, Langone Program. | ||
| Henry Timmons | Portfolio Manager | 2017 | 2025 |
| Biografia | Henry Timmons is the senior quantitative analyst at Richard Bernstein Advisors LLC. Mr. Timmons is responsible for asset allocation, portfolio construction, risk management and ETF research. Before joining RBA, Mr. Timmons was a portfolio manager and quantitative analyst at Grantham, Mayo, Van Otterloo & Co. LLC. While at GMO, Mr. Timmons evaluated quantitative and fundamental sources of alpha as potential inputs to the investment process, while assisting in constructing and managing portfolios. Prior to GMO, Mr. Timmons was a management consultant at PricewaterhouseCoopers LLP, where he designed forecasting models improving supply-chain management processes for various clients. Henry holds a BS in mechanical engineering and an MEng in systems engineering and engineering management from Cornell University, and an MBA in finance from Cornell University's SC Johnson College of Business. He is a Chartered Financial Analyst® charterholder. | ||
| Matthew Griswold | Portfolio Manager | 2017 | 2025 |
| Biografia | Before joining RBA, Mr. Griswold was a vice president and portfolio manager at State Street Global Advisors, with responsibility for the design, execution and evaluation of both new and existing global investment strategies. His extensive portfolio management experience spans most major asset classes and includes both quantitative and fundamental investment disciplines. For almost 20 years, Matt assumed a wide variety of leadership positions within State Street in areas of portfolio construction, research, performance measurement, risk analysis, mutual fund administration and client service. | ||
| Richard Bernstein | CEO | 2010 | 2025 |
| Biografia | Richard Bernstein is the CEO and CIO (Chief Investment Officer) of Richard Bernstein Advisors (RBA), which he founded in 2009. Prior to RBA, Mr. Bernstein was Chief Investment Strategist (2006-2009) and Chief U.S. Strategist (2001-2006) at Merrill Lynch & Co. Mr. Griswold is the Director of Investments at RBA (since 2010). . A much-noted expert on style investing and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen years, and is one of only fifty analysts inducted into the Institutional Investor “Hall of Fame”. | ||
| Dan Suzuki | Deputy CIO | 2021 | 2025 |
| Biografia | Dan Suzuki is the Deputy CIO at Richard Bernstein Advisors. | ||
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