Eaton Vance Real Estate Fund - Keywords

 

FUND OVERVIEW

  • Deep Sector Knowledge
  • Uncorrelated Assets
  • Inflation Hedge

INVESTMENT FOCUS

  • Real Estate
  • Healthcare REITs
  • REITs
  • Residential REITs
  • Office REITs
  • Retail REITs
  • Quality Focus
  • Businesses with High Return on Capital

INVESTMENT PHILOSOPHY

  • Quality Focus
  • Focused on Creating Shareholder Value
  • Long-Term Investor
  • Strategic Orientation

RESEARCH PROCESS

  • Bottom-up Selection
  • Independent Field Research
  • Fundamental Analysis
  • Company Visits
  • Return on Capital
  • Free Cash Flow Analysis
  • Bottom-Up Selection
  • No Macro Overlay

PORTFOLIO CONSTRUCTION

  • Benchmark Aware
  • Diversified across Sectors

RISK CONTROL

  • Permanent Loss of Capital
  • Never Compromise on Quality
  • Position Size