EVENTIDE ASSET Overview
Eventide Asset Management Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 9 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 5BN in positions, representing 314% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 5BN in positions, representing 314% of the manager's regulatory AUM.
EVENTIDE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EVENTIDE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MTD | 3.74% | Health | -11.9% | -0.38% | 1 | 10% | ||
| PANW | 3.18% | Tech | 5.99% | -0.08% | 0 | 18% | ||
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FEATURED IN
EVENTIDE ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robin C. John | Chief Executive Officer | December-2012 |
| Finny G. Kuruvilla | Chief Investment Officer | April-2008 |
| Anil M. Thomas | Limited Member | July-2014 |
| Bobin J. Cheriakalath | Chief Compliance Officer | December-2012 |
| David A. Barksdale | Chief Financial Officer | June-2008 |
| Greg Gunter | Limited Member | July-2008 |
| Koshy O. Kalaikulathu | Limited Member | December-2009 |
| George K. Chavanikamannil | Limited Member | December-2009 |
| Thomas Mammen | Limited Member | December-2009 |
| Timothy Kuhn | Limited Member | March-2010 |
| Jason L. Myhre | Founding Member | January-2011 |
| Ann S. Kirchhoff | Limited Member | January-2012 |
EVENTIDE ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EVENTIDE ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Adviser uses both values-based analysis as well as fundamental, technical and risk analysis in selecting securities for investment. Investing in securities involves risk of loss that clients should be prepared to bear. The Adviser manages its portfolios actively which may involve frequent trading and can negatively affect investment performance through increased transaction costs and taxes.
Masters’ Select is used as part of Eventide’s investment strategy. With Master's Select, a portfolio manager will review the collective intelligence of proven analysts, portfolio managers, and algorithms as part of the investment decision process. The Adviser believes that utilizing collective intelligence can lead to more consistent performance by addressing the potential gaps in any one individual's investment decisions. But even proven analysts and portfolio managers can incorrectly evaluate the value of a...
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The Adviser uses both values-based analysis as well as fundamental, technical and risk analysis in selecting securities for investment. Investing in securities involves risk of loss that clients should be prepared to bear. The Adviser manages its portfolios actively which may involve frequent trading and can negatively affect investment performance through increased transaction costs and taxes.
Masters’ Select is used as part of Eventide’s investment strategy. With Master's Select, a portfolio manager will review the collective intelligence of proven analysts, portfolio managers, and algorithms as part of the investment decision process. The Adviser believes that utilizing collective intelligence can lead to more consistent performance by addressing the potential gaps in any one individual's investment decisions. But even proven analysts and portfolio managers can incorrectly evaluate the value of a...
Get the Full Report
EVENTIDE ASSET Portfolio Concentration
EVENTIDE ASSET Location
60 STATE STREET
SUITE 700
BOSTON, Massachusetts
UNITED STATES, 02109
SUITE 700
BOSTON, Massachusetts
UNITED STATES, 02109
EVENTIDE ASSET Contact Information
Phone Number: 877-771-3836
Fax Number: 877-771-3836
Website: http://eventidefunds.com/
Fax Number: 877-771-3836
Website: http://eventidefunds.com/
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