We help mission-driven institutions invest with purpose

Your investments can be an extension of your mission and values.

Far too many mission-driven institutions choose a traditional approach to investing. This can lead them to invest in problem areas that work against, rather than alongside, their mission and values.

Traditional investing can also miss the opportunity to intentionally invest in the common good. The end result is an investment strategy that trades mission alignment in pursuit of investment excellence.

Advance your mission with a excellent, ethical investment process

We believe that good investing includes both moral discernment and an excellent investment approach. Let your investments work with your mission.

See Our Approach
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Partner with a highly-skilled and experienced team that shares your values

$6.28B AUM

Dollars invested with the goal of creating value for society

16 INVESTMENT PROFESSIONALS

Highly-educated with deep sector and industry expertise

FOUNDER OWNED & LED

Founder-owned and led since first fund launch in 2008

DISCIPLINED APPROACH

Rigorous, repeatable process defined by moral discernment and investment excellence.

*As of 12/31/2024, excludes Eventide Ventures products.

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Eventide specializes in serving mission-driven and faith-based institutions looking for excellent, ethical investments.

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Faith-based Asset Management

Our investment philosophy is rooted in a biblical worldview. We serve a variety of faith-based institutions using customizable screening options, positive impact in themes of human flourishing, and proactive company engagement. For more information on how our biblical worldview informs our investment philosophy, visit The Eventide Center for Faith & Investing.

Catholic Investing with USCCB Compliance

Eventide can help you meet the United States Conference of Catholic Bishops’ (USCCB’s) Socially Responsible Investment Guidelines through our discretionary SMA products.

Holistic Sustainability

Our approach to investing evaluates the long-term sustainability of the entire business by evaluating both the products and practices of a business. This includes what the business makes and how their operations affect society and the environment. Learn more about our approach.

Differentiated Active Management

Our approach to active management focuses on original bottom-up research and deep domain expertise. We offer a range of investment strategies for core and satellite alpha generation.

Thematic Impact Investing

Each of the investments at Eventide participates in a Theme of Human Flourishing

Connect with our institutional team for more information

Our dedicated sales team is ready to meet or assist with additional information about bringing Eventide’s values-based investment solutions to your institution.

Our strategies span a full range of risk/return objectives

Our skilled team has deep domain and industry expertise

Finny Kuruvilla, MD, PhD

Co-Chief Investment Officer, Senior Portfolio Manager, Managing Director, Founding Member

Dolores Bamford, CFA

Co-Chief Investment Officer, Senior Portfolio Manager

I-hung Shih, PhD

Portfolio Manager, Managing Director

Tyler Frugia

Portfolio Manager, Director of Business 360, Chief Information Officer

Chris Grogan, CFA

Portfolio Manager, Director of Asset Allocation Services

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Andrew Singer, CFA

Portfolio Manager, Senior Research Analyst

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Westley Dupray, CFA

Research Analyst, Principal

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Bert Kinsey, PhD, PharmD

Research Analyst, Principal

Faina Rozental-Behrer

Associate Portfolio Manager, Senior Research Analyst

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Claudia Kwan

Research Analyst

Nicholas Leibold, CFA

Senior Research Analyst

Christian Say, CFA

Associate Portfolio Manager, Senior Research Analyst

Reginald Smith

Associate Portfolio Manager, Senior Research Analyst

Darric White

Associate Portfolio Manager, Senior Research Analyst

Alexandra Cobourn

Research Analyst

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Adam Golparvar

Associate Research Analyst

We offer customizable investment solutions for institutions

Learn more about our rigorous approach, enduring values, and specialized team.