US Market

Description

The Eventide US Market Strategy seeks long-term capital appreciation by investing primarily in equities of companies identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment, and society) while seeking to limit tracking error to the Bloomberg U.S. 3000 Total Return Index. 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
Systematic Equity
Number of Holdings
162
Inception
08/31/2024
Benchmark
Bloomberg US 3000 Index

Available Vehicles

ETFSMA

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.

Tyler Frugia

Portfolio Manager, Director of Business 360, Chief Information Officer

Tyler Frugia serves as Co-Portfolio Manager for Eventide’s US Equity Market Strategy, Director of Business 360, and Chief Information Officer for Eventide, playing a pivotal role in the firm's investment approach and business insights program. As the leader of Business 360, Mr. Frugia spearheads the development, implementation, and oversight of this initiative, which provides a comprehensive framework for evaluating companies beyond financial metrics. In addition to his investment responsibilities, Mr. Frugia serves as Chief Information Officer, ensuring that Eventide’s IT strategy, infrastructure, and proprietary systems align with the firm’s overall business objectives. His expertise bridges investment analysis, business intelligence, and technology to drive innovation at Eventide.

Prior to joining Eventide in 2015, Mr. Frugia worked for 8 years in the non-profit sector for a national foundation where he was responsible for building grant management systems and tools for measuring grant impact. Prior to that, he was a freelance programmer working in many different sectors, including industrial where he was responsible for building DEQ reporting systems.

Mr. Frugia holds a B.S. in Computer Science from Western Oregon University.

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