An approach you can trust

Our investment approach combines real moral discernment with investment excellence.

Good investing requires moral discernment.

We believe our distinct investment advantage lies in our ability to identify companies that are creating the most value for society. Our approach, which we call Business 360®, employs a holistic evaluation of the moral qualities of a business by analyzing what the company makes (its products) and how they make it (its practices).

Good Products

We look for companies creating good products—those that develop, sustain, or restore good in the world.

Select a category below

Good Practices

We look for companies that operate with good practices—which we define as service to customers, employees, suppliers, communities, the environment, and society.

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Customers
Employees
Suppliers
Community
Environment
Society
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Business 360® is our framework for moral discernment

Our proprietary framework combines data with human research and discernment to produce a holistic, 360-degree assessment of the company’s value creation and value extraction.

Our investment approach is anchored in the idea that

businesses that create value for society are best

positioned for long-term outperformance.

​Good investing also requires excellence.​

We believe morally good companies prosper over the long term. But we must also wisely manage and prudently select these companies to pursue attractive, long-term risk-adjusted returns. That's why Eventide employs a specialized team that performs rigorous fundamental analysis—deeply focusing on their respective areas of expertise and finding opportunities to invest in leading value creators across asset classes and sectors.

Rigorous Approach

We look for companies that are addressing important human needs, are run with sustainable business fundamentals, and have potential yet to be realized by the market.

Specialized Team

We are a team of doctors, scientists, chartered financial analysts, accountants, and business school graduates with deep domain and industry experience.

Knowledgeable and Experienced Team

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

Photo of an Eventide team member

Andrew Singer, CFA

Portfolio Manager, Senior Research Analyst

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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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

VALUES-BASED INVESTING

To deliver high performance with values, with virtue, and with integrity, is to me, the most rewarding thing I can accomplish in my career.

DOLORES BAMFORD, CFA

Co-Chief Investment Officer, Senior Portfolio Manager

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