Dividend Value

Description

The Eventide Dividend Value Strategy seeks to provide current income, income growth, and long-term capital appreciation, by investing in companies that we believe are resilient, offer attractive dividend yields, and serve their stakeholders well. The strategy invests at least 80% of its net assets in companies with dividend paying securities that we have identified as having strong fundamentals, creating value for the common good, and that, in Eventide’s opinion, represent above-average long-term investment opportunities. The number of holdings will likely range from approximately 30 to 50, resulting in a high-conviction portfolio of high-quality, dividend-paying companies across a variety of sectors.

Overview

As of 12/31/2024
Type
Active Equity
Number of Holdings
43
Inception
12/31/2023
Benchmark
Bloomberg US 1000 Value Total Return Index

Available Vehicles

ETFSMA

Portfolio Manager

Dolores Bamford, CFA

Co-Chief Investment Officer, Senior Portfolio Manager

Dolores Bamford, CFA, serves as Co-Chief Investment Officer and Senior Portfolio Manager for Eventide. She serves as Lead Portfolio Manager for Eventide’s Dividend Growth, Dividend Value, and Balanced Strategies and is Co-Portfolio Manager for Eventide’s Large Cap Strategy.

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.

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