EATON VANCE Overview

Eaton Vance Management is an investment advisor that manages 88.9 BN dollars in regulatory AUM and has 700 employees, of which 200 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 35BN in positions, representing 39% of the manager's regulatory AUM.

EATON VANCE StockAlpha

-0.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EATON VANCE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.97% Tech -0.31% -0.04% 0 42%
GOOG 2.74% Tech -0.11% -0.03% 1 34%
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FEATURED IN
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EATON VANCE Founders and Key Employees

Name Title In Position Since
Jeffrey P. Beale Chief Administrative Officer, Vice President January-2000
Thomas E. Faust Ceo, President November-2007
Paul O'Neil Chief Compliance Officer, Vice President January-1998
Frederick S. Marius Vice President And Chief Legal Officer June-2008
Laurie G. Hylton Vice President & Chief Financial Officer March-2012

EATON VANCE Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
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Custodian Pro
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Prime Broker Pro
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EATON VANCE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Eaton Vance’s evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in Eaton Vance’s judgment, may have an impact on the value of an investment.

In developing information for use in making investment decisions and recommendations for clients, Eaton Vance places considerable importance on personal visits with company management by members of its research staff, in the case of issuers of equity and corporate debt securities, and with industry representatives and governmental officials where appropriate.
Eaton Vance also uses various standard databases available to institutional investors. Eaton Vance may utilize other sources of infor...
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EATON VANCE Portfolio Concentration

EATON VANCE Location

TWO INTERNATIONAL PLACE
BOSTON, Massachusetts
UNITED STATES, 02110

EATON VANCE Contact Information

Phone Number: 617-482-8260
Fax Number: 617-338-8054
Website:

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