Limited-Term Bond

Description

The Eventide Limited-Term Bond Strategy seeks to provide income by investing primarily in income-producing short-term securities issued by corporations that we believe demonstrate values and business practices that are ethical, sustainable, and provide an attractive investment opportunity.

Overview

As of 12/31/2024
Type
Active Bond
Number of Holdings
98
Inception
07/28/2010
Benchmark
Bloomberg 1-5 Year Government/Credit Index

Available Vehicles

Portfolio Managers

Chris Grogan, CFA

Portfolio Manager, Director of Asset Allocation Services

Chris Grogan, CFA, serves as Director of Asset Allocation Services, Co-Portfolio Manager for Eventide's US Equity Market Strategy, and Portfolio Manager for Eventide's Fixed-Income Strategies. Within his roles at Eventide, Mr. Grogan is primarily involved with leading asset allocation strategy, systematic portfolio construction, multi-asset risk analytics, sub-advisor oversight, and investment consultation services.

Prior to joining Eventide in 2019, Mr. Grogan was an Associate Portfolio Manager with Boston Advisors, LLC. 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.

David Dirk, CFA

Portfolio Manager

David Dirk, CFA serves as Portfolio Manager for assets allocated to the Fund’s Fixed Income Sub-Adviser, Boyd Watterson Asset Management, LLC. Mr. Dirk is Director of Portfolio Management and Trading at Boyd Watterson and has been responsible for directing the firm’s Portfolio Management and Trading activity since 2011. This includes the implementation, execution and evaluation of all strategies across Boyd Watterson’s suite of fixed income products. Mr. Dirk joined Duff & Phelps, predecessor to Boyd Watterson Asset Management, in 1996. Mr. Dirk holds a CFA charter from CFA Institute, an MBA from Case Western Reserve University, and a BA from Baldwin-Wallace University. He is also a member of the CFA society.

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