Technology

Description

The Eventide Technology Strategy seeks to provide long-term capital appreciation by investing at least 80% of the portfolio’s assets in equities of companies that the Adviser believes are participating in and benefiting from technologies, innovations, technology themes, or technology trends, that are identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment and society), and that, in Eventide’s opinion, represent above-average long-term investment opportunities or have significant near-term appreciation potential. 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
60
Inception
06/30/2020
Benchmark
Bloomberg US 2500 Technology Total Return Index

Available Vehicles

Mutual FundSMA

Portfolio Manager

Finny Kuruvilla, MD, PhD

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

Finny Kuruvilla, MD, PhD, serves as Co-Chief Investment Officer and Senior Portfolio Manager for Eventide. He serves as the Lead Portfolio Manager for Eventide’s Strategic Growth, Healthcare & Life Sciences, and Technology Strategies. He also is a Managing Director for Eventide Ventures, as well as a Founding Member of Eventide.

Dr. Kuruvilla has a background in healthcare, statistics, and investing. Concurrent with his early years at Eventide, he was a Principal at Clarus Ventures, a healthcare and life sciences venture capital firm subsequently acquired by Blackstone. Earlier in his career, Dr. Kuruvilla was a postdoctoral research fellow at the Broad Institute of Harvard and MIT, where he led the development of a new microarray between the Broad Institute and a publicly-traded company Affymetrix. Prior to his investing career, Dr. Kuruvilla was resident, chief resident, and fellow at the Brigham and Women’s Hospital and Boston Children’s Hospital.

Dr. Kuruvilla holds an MD from Harvard Medical School, a PhD in Chemistry and Chemical Biology from Harvard University, a SM in Electrical Engineering and Computer Science from MIT, and a BS in Chemistry from Caltech.

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