Latest Q&A Based Profiles ( 13 Interview, 1011 Classes )

Quality-Driven REIT Investing

Large-Cap > Growth

FFLYX Date - Apr 4, 2019

Investing in real estate offers three key advantages – non-correlated asset, inflation hedge and dividend yield. For three decades, Scott Craig, portfolio manager of the Eaton Vance Real Estate Fund, has been investing in commercial real estate with a focus on higher-quality companies with capable management teams and attractive valuations.

Macro Themes for Perception Gaps

Multi-Cap > Growth

FICGX Date - Dec 12, 2013

Generally fund managers are known for their security selection and generating excess returns to market averages. However, managing risks in the fund is equally or more important for generating long term returns. Richard Bernstein looks for gaps between perception and reality around the world and focuses on macro-economic indicators to

Focused on Values in Currencies

Mid-Cap > Growth

FGSAX Date - Sep 9, 2013

Economic conditions for countries around the world differ and change. Importantly, not all change is linked to the U.S. dollar, the euro and the yen. Investing in currencies offers diversification in portfolios and selecting currencies requires a special focus. John Baur and his team look for relative values in currencies

Disciplined and Quality Selective

Precious Metals-Minerals > NA

FGDTX Date - May 5, 2013

Business with sustainable competitive advantages that are generating free cash flows are the most attractive to investors, especially when these companies are trading below their long term intrinsic values. Atlanta Capital has a disciplined approach in discovering these opportunities.

Diversifed REITs

Large-Cap > Growth

FFLYX Date - Apr 4, 2013

Commercial real estate in good locations generates consistent and predictable income. Investing in a portfolio of diversified properties across different types of real estate and spread across cities where the demand is rising could generate returns that are not correlated to other financial assets.

Global Healthcare Opportunities


Date - Nov 11, 2012

A growing need for healthcare in developed economies is now outshined by a surging demand in the sector throughout emerging markets. Samuel Isaly, co-manager of the Eaton Vance Worldwide Health Sciences Fund, explains how the portfolio team benefits from its exhaustive research of scientific and technological developments that expand the

Access to Build America Bonds

Multi-Cap > Growth

EWMCX Date - Apr 4, 2010

For investors, Build America Bonds have arrived to offer corporate bond-like income combined with the credit quality profile of municipal bonds. Cynthia Clemson and Craig Brandon, portfolio managers of the Eaton Vance Build America Bond Fund, describe how this new asset class provides an opportunity to earn yields comparable to

Investing in the Future

Multi-Cap > Growth

ESERX Date - Jan 1, 2010

Emerging markets hold promise for closing the gap with developed countries due to a combination of robust growth potential and bright demographic outlooks. To the fixed-income investor, these regions can be even more appealing given that interest rates in emerging market countries are generally higher than those in developed countries.

A Broad View on Utilities

Small-Cap > Growth

CSSQX Date - Jan 1, 2007

Specialty or sector funds aren’t famous for the diversification they provide, but the Eaton Vance Utilities Fund has found a way to avoid concentration. With a very broad view on what the utility sector is, the manager Judith A. Saryan also invests in telecom and renewable energy companies when the

A Ten Year Ten Billion Dollar Objective


CSVAX Date - Jun 6, 2003

There could be a silver lining to the Eaton Vance Tax-Managed Value Fund. Lead manager Michael Mach points to its cache of realized losses that can be used to offset future gains thereby helping to shield investors from future taxes. By providing investors with solid returns, over time the veteran
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