Eventide Target Risk Model Portfolios
These model portfolios are offered as a strategic asset allocation solution for investors who wish to align an entire portfolio with Eventide’s investment philosophy.
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Resources for investors seeking complete values-based investment solutions aimed at “investing that makes the world rejoice®.”
Learn about specific characteristics of each Target Risk Model Portfolio, such as allocation percentages, asset class exposure, style box exposures, and more.
Resources for investors seeking complete values-based investment solutions aimed at “investing that makes the world rejoice®.”
Learn more about the investment process behind the Eventide Target Risk Model Portfolios.
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Platform Availability
Our target risk model portfolios are available on the following platforms:
Asset Allocation Team
The strategic allocations of the models are constructed based on each portfolio’s return and risk objectives and the proprietary macro forecasts and research of Eventide’s Asset Allocation team.
Dr. Kuruvilla has a background in healthcare, statistics, and investing. Concurrent with his early years at Eventide, he was a Principal at Clarus Ventures, a healthcare and life sciences venture capital firm subsequently acquired by Blackstone. Earlier in his career, Dr. Kuruvilla was a postdoctoral research fellow at the Broad Institute of Harvard and MIT, where he led the development of a new microarray between the Broad Institute and a publicly-traded company Affymetrix. Prior to his investing career, Dr. Kuruvilla was resident, chief resident, and fellow at the Brigham and Women’s Hospital and Boston Children’s Hospital.
Dr. Kuruvilla holds an MD from Harvard Medical School, a PhD in Chemistry and Chemical Biology from Harvard University, a SM in Electrical Engineering and Computer Science from MIT, and a BS in Chemistry from Caltech.
Ms. Bamford has over 30 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’ U.S. Responsible Equity strategy and co-led the Global Sustain Equity strategy. 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 SM in Management from the MIT Sloan School of Management, a dual-MA in Theology and Church History from Gordon-Conwell Theological Seminary, and a BA in Economics from Wellesley College. She is a CFA® charterholder and member of the CFA Society Boston.
Mr. Grogan has over 10 years of investment experience. 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.
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