Large Cap

Description

The Eventide Large Cap Strategy seeks to provide long-term capital appreciation by investing at least 80% of the portfolio’s assets in equity securities of large capitalization companies, identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment and society), and that, in Eventide’s opinion, are capable of sustaining and/or increasing profitability and/or revenue growth. Eventide’s proprietary Business 360® framework helps identify high-quality companies we believe are creating value for society, with excellent management teams and sustainable competitive advantages, in attractive industries. We seek resilient companies, whose long-term success is tied to their own ability to create value, rather than to macroeconomic and industry performance.

Overview

As of 12/31/2024
Type
Active Equity
Number of Holdings
46
Inception
06/30/2022
Benchmark
S&P 500 Total Return Index

Available Vehicles

Mutual FundSMA

Portfolio Managers

Photo of an Eventide team member

Andrew Singer, CFA

Portfolio Manager, Senior Research Analyst

Andrew Singer, CFA, serves as Co-Portfolio Manager for Eventide’s Dividend Growth and Large Cap Strategies, as well as Senior Research Analyst on other Eventide investments.

Mr. Singer has over 25 years of investment experience. Prior to joining Eventide in 2016, Mr. Singer was an Investment Analyst for Manulife (John Hancock) Asset Management from 2014 to 2016; Research Analyst for Cramer Rosenthal McGlynn from 2009–2013; Equity Analyst for BlackRock from 2006–2009; Equity Analyst for Evergreen Investments from 2004–2006; and Equity Research Associate for Credit Suisse from 1997-2002.

Mr. Singer holds a bachelor’s degree in Quantitative Economics from Tufts University and an MBA from Babson College. He is a CFA charterholder and member of the CFA Society Boston and CFA Institute.

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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