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Eventide Limited-term Bond Fund Class A (0P0000MQUR)
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06/06 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 4,62M
Epiphany FFV Strategic Income Fund Class A
10,050
-0,020
-0,20%
0P0000MQUR - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Eventide Limited-term Bond Fund Class A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000MQUR, entre outras informações.
Informações de Contato
Endereço
60 State Street, Suite 700
Boston,MA 2109
United States
Boston,MA 2109
United States
Telefone
-
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Christopher Grogan | Associate Portfolio Manager | 2023 | Agora |
| Biografia | Chris Grogan, CFA, serves as Director of Investment Consulting for Eventide, Portfolio Manager for Eventide’s Fixed-Income Strategies, and Co-Portfolio Manager for Eventide’s US Equity Market Strategy. Prior to joining Eventide in 2019, Mr. Grogan was an Associate Portfolio Manager with Boston Advisors, LLC. In this role, he was tasked with conducting asset allocation strategy, equity portfolio management, fixed income portfolio management, open architecture due diligence, and building custom portfolio solutions using both internal and third-party strategies. Before that, he was a Financial Planning Analyst with Raymond James. Mr. Grogan has a dual B.A. in Economics and Finance from Gordon College. He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and CFA Institute. | ||
| David M. Dirk | EVP, Director of Portfolio Management and Trading | 2020 | Agora |
| Biografia | David M. Dirk, CFA, is Director of Portfolio Management and Trading. David joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in 1996. David holds a CFA Charter from CFA Institute, an MBA from Case Western Reserve University, and a BA from Baldwin Wallace University. He is also a member of the CFA Society of Cleveland and CFA Institute. | ||
| Dolores Bamford | Co-CIO, Senior Portfolio Manager | 2019 | 2023 |
| Biografia | Dolores Bamford, CFA, serves as Co-Chief Investment Officer for Eventide and Senior Portfolio Manager for Eventide’s dividend growth, multi-asset income, and fixed income strategies. Ms. Bamford has over 25 years of investment experience. Prior to joining Eventide in 2019, she was with Goldman Sachs Asset Management for 13 years (2002-2015), most recently as Managing Director and Portfolio Manager on U.S. Value Equity. She also led Goldman Sachs’s U.S. Responsible Equity investments and co-led the Global Sustain Equity investments. Previously, she was with Putnam Investments for 10 years (1992-2002), where she served as Senior Vice President and Portfolio Manager and Analyst on multiple value investments. Before that, she was with Fidelity Investments (1988-1990), where she served in investment research. Ms. Bamford holds an S.M. in Management from the MIT Sloan School of Management, a dual-M.A. in Theology and Church History from Gordon-Conwell Theological Seminary, and a B.A. in Economics from Wellesley College. She is a CFA Charterholder and member of the Boston Society of Security Analysts. | ||
| Rob Leuty | Director of Fixed Income | 2013 | 2020 |
| Biografia | ROBERT LEUTY, CFA, Director of Fixed Income and Portfolio Manager Rob joined Dana Investment Advisors in October 2002 and is currently the Director of Fixed Income and a Portfolio Manager. Rob graduated from the University of Wisconsin–Madison with a BBA in Accounting in 1988. He earned an MBA in Finance from the University of St. Thomas in 1994. Rob is a CFA® charter holder and a member of the CFA Institute and the CFA Society of Milwaukee. | ||
| J. Joseph Veranth | CIO | 2010 | 2020 |
| Biografia | J. JOSEPH VERANTH, CFA, Chief Investment Officer and Portfolio Manager Joe joined Dana Investment Advisors in 1994 as a Portfolio Manager and is currently the Chief Investment Officer. He is involved in setting firm wide investment policy and allocation decisions for all Dana investment strategies. Prior to Dana, he spent ten years at the Bank of New York as an Investment Liaison and Relationship Manager in the Master Trust and Investment Technology departments. He has appeared on Bloomberg television and radio, CNBC, and has been quoted in the New York Times and the Boston Globe. He has served as Treasurer of Holy Communion Church and as President of the Racine Symphony Orchestra. He is currently a Trustee and Treasurer of The Prairie School. Joe graduated from Northwestern University with a BA in Humanities and earned an MBA in Finance and International Business from the Stern School of Business at New York University. Joe is a CFA® charter holder and a member of the CFA Institute and the CFA Society of Milwaukee. | ||
| Samuel J. Saladino | Portfolio Manager | 2013 | 2019 |
| Biografia | Mr. Saladino has over 18 years of investment management experience and is focused on socially responsible investing. Mr. Saladino is the CEO of Trinity Fiduciary Partners, LLC. Prior to forming Trinity in 2005, Mr. Saladino was a financial adviser with Ameriprise Financial Planning from 1995 to 2004. Mr. Saladino’s goal of merging values with investment analysis led to the creation of the FFV Scorecard ®, which is a screening tool used by the Epiphany FFV Funds and other institutional clients. Mr. Saladino holds a B.B.A. from Baylor University and is a CFP. | ||
| Martin A. Wildy | Portfolio Manager | 2018 | 2019 |
| Biografia | Martin Wildy, CFA, has served as a Portfolio Manager of Eventide since 2015 ,which began investment operations in 2017. In addition to his role at Eventide, Mr. Wildy serves as a volunteer and consultant with the CFA Institute supporting the CFA examination process since 2008 as well as the CFA Digest publication since 2011. He also works as a consultant for Shute & Coombs Financial Advisers since 2015. From 2006 to 2015, Mr. Wildy was a Senior Portfolio Manager with Aris Wealth Services, a division of AssetMark, Inc. Mr. Wildy served on Aris’ Investment Committee and was responsible for investment decisions that impacted a number of the firm’s investment strategies, including Aris’ Income Builder and values-based portfolios. In his role, Mr. Wildy’s responsibilities included developing capital market assumptions, asset allocation decisions, investment due diligence, and portfolio management. Previously, Mr. Wildy was an equity analyst at 1620 Investment Advisers, Inc. where he was responsible for equity research primarily within the telecommunication, technology, and regional banking sectors. Mr. Wildy’s work at 1620 included developing proprietary quantitative models and conducting qualitative company research. His research directly supported the firm’s small/mid cap equity and Income Plus strategies. | ||
| Daniel B. Mulvey | Portfolio Manager | 2016 | 2018 |
| Biografia | Mr. Mulvey is a portfolio manager for Trinity Fiduciary Partners, LLC. Mr. Mulvey graduated from the University of Illinois with a B.A. in Economics and Mathematics. He earned an M.B.A. from Fordham University. Mr. Mulvey joined Trinity Fiduciary Partners, LLC in August 2016. Mr. Mulvey was a vice president for investment capability management at Fidelity Investments from 2011 to 2016. He also worked as an independent consultant from 2009 to 2011. He served as chief operating officer of Camden Asset Management from 2008 to 2009 and served as President and CIO at ASB Capital Management from 2003 to 2008. Mr. Mulvey worked at Bank of America Capital Management from 1999 to 2003 as a managing director and worked at JP Morgan Investment Management from 1991 to 1998 as a vice president. | ||
| Michael Honkamp | Portfolio Manager | 2010 | 2013 |
| Biografia | MICHAEL HONKAMP, CFA, Senior Vice President, Portfolio Manager Mike joined Dana Investment Advisors in June 1999 and is currently a Senior Vice President, Portfolio Manager. Mike graduated from Santa Clara University with a BS in Economics in 1991 and earned an MBA from The Thunderbird School of Global Management in 1993. Mike has been in the investment industry since 1999 and managing equity portfolios since 2003. He is a CFA® charter holder and member of the CFA Institute and the CFA Society of Milwaukee. | ||
| Samuel J. Saladino | Portfolio Manager | 2010 | 2011 |
| Biografia | Mr. Saladino has over 18 years of investment management experience and is focused on socially responsible investing. Mr. Saladino is the CEO of Trinity Fiduciary Partners, LLC. Prior to forming Trinity in 2005, Mr. Saladino was a financial adviser with Ameriprise Financial Planning from 1995 to 2004. Mr. Saladino’s goal of merging values with investment analysis led to the creation of the FFV Scorecard ®, which is a screening tool used by the Epiphany FFV Funds and other institutional clients. Mr. Saladino holds a B.B.A. from Baylor University and is a CFP. | ||
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