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Calvert Equity Fund Class I (CEYIX)

Фонды США

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93,73 -0,63 -0,67%

27/12 - Закрыт. Цена в USD

Вид: Фонд

Рынок: США

Эмитент: Calvert Investments

Класс активов: Акции

Рейтинг Morningstar:
Итого активов: 3,6B

Обзор CEYIX

На этой странице представлен подробный профиль Calvert Equity Fund Class I. Узнайте о руководителях, совокупных активах, стратегии инвестиций и контактной информации CEYIX, а также получите ряд других сведений.

Категория

Large Growth

Итого активов

3,6B

Расходы

0,65%

Дата начала

36465

Контактная информация

Адрес 1825 Connecticut Avenue NW, Suite 400
Washington,DC 20009-5727
United States

Телефон 202-238-2200

Веб-сайт www.calvert.com

Руководители

Название	Заголовок	Год	До
Joseph B. Hudepohl	Portfolio Manager	2015	Сейчас
Биография	Joseph Hudepohl is a managing director and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2015. Joe began his career in the investment management industry in 1997. Prior to joining Atlanta Capital, he was affiliated with Logan Circle Partners LP, a division of Fortress Investment Group LLC, as a portfolio manager and with Goldman Sachs Asset Management in Tampa, Florida. Joe earned a B.A. in economics from Stanford University. He is a former member of the U.S. National Swim Team and a three-time Olympic medalist. Joe is a CFA charterholder.
Jeffrey A. Miller	Vice President	2015	Сейчас
Биография	Jeff A. Miller, CFA is a Vice President and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Calvert Equity portfolios. Prior to joining the firm in 2014, Mr. Miller was a Research Analyst at Crawford Investment Counsel and had been with the firm since 2011. Mr. Miller was responsible for equity research and served on the Equity Investment Team. Prior to joining Crawford Investment Counsel, Mr. Miller was a Senior Vice President, member of the Investment Policy Committee and Global Technology Analyst for Institutional Capital (ICAP). Mr. Miller is a graduate of Southern Methodist University where he earned a Bachelor of Business Administration in Finance. He obtained his MBA from Loyola University Chicago and holds the Chartered Financial Analyst designation. Additionally, Mr. Miller holds the Fundamentals of Sustainability Accounting (FSA) Credential issued by the Sustainability Accounting Standards Board (SASB).
Lance V. Garrison	Portfolio Manager, Growth Equity	2015	Сейчас
Биография	Lance Garrison is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2007. Lance began his career in the investment management industry in 2000. Prior to joining Atlanta Capital, he worked at Standard & Poor's Corporate Value Consulting and Wellington Management Company. Lance earned a B.S. from the University of Florida and an MBA from Northwestern University. He is a CFA charterholder and a Chartered SRI Counselor. Lance holds the Fundamentals of Sustainability Accounting (FSA) credential and is a subject matter expert with the Sustainability Accounting Standards Board (SASB). Additionally, he serves on the SASB Standards Advisory Group advising on matters of implementation and emerging issues that should be considered in the standards development process.
Robert R. Walton	Vice President	2015	Сейчас
Биография	Robert Walton is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 1999. Rob began his career in the investment management industry in 1994. Prior to joining Atlanta Capital, he was an equity research analyst at The Robinson-Humphrey Company, where he was responsible for the insurance and industrial growth industries. Rob earned a B.A. with a dual concentration in economics and political science from Colgate University and an MBA from Emory University. He is a CFA charterholder. Rob holds the Fundamentals of Sustainability Accounting (FSA) credential issued by the Sustainability Accounting Standards Board (SASB).
Richard B. England	Managing Director	2006	2016
Биография	Richard B. England, CFA is a Managing Director, Growth Equity and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Socially Responsible equity portfolios. He is also a member of the Management Committee. Prior to joining the firm in 2004, Mr. England was with Putnam Investments in Boston, where he was a Senior Portfolio Manager on the Core Growth Equity team. Previously, he was with Aetna Equity Investors.
Paul J. Marshall	Vice President	2009	2015
Биография	Paul Marshall is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He is a member of the large-cap growth equity portfolio management teams. Prior to joining the firm in April 2000, Paul was a portfolio manager with Bank of America Capital Management and also served as an energy analyst supporting value, growth, balanced and equity income portfolios. Paul earned a B.S. in economics from Vanderbilt University and an M.B.A. from the University of Notre Dame. He served as an officer in the United States Army and is a CFA charterholder.
William R. Hackney	Managing Partner	1998	2012
Биография	Hackney is a portfolio manager and managing partner with Atlanta Capital Management Company, his employer since 1995. Prior to joining the firm, he was chief investment officer of First Union Corporation’s Capital Management Group in Charlotte, North Carolina. Hackney holds the Chartered Financial Analyst designation.
Marilyn Robinson Irvin	Senior Vice President	1998	2010
Биография	Irvin is senior vice president and principal with Atlanta Capital Management Company, her employer since 1989. Prior to joining the firm, she was a treasury analyst and fixed income trader for Consolidated Health Care in Richmond, Virginia. Irvin holds the Chartered Financial Analyst designation and is a Certified Cash Manager.
Daniel W. Boone	Member	1998	2007
Биография	Boone is a member of the executive committee and managing partner with Atlanta Capital Management Company, his employer since 1976. Prior to joining the firm, he was an analyst with the Wellington Management Company in Philadelphia. Boone is a former U.S. Army officer. Boone holds the Chartered Financial Analyst designation and the Chartered Investment Counselor designation.
Paul J. Marshall	Vice President	1998	2007
Биография	Paul Marshall is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He is a member of the large-cap growth equity portfolio management teams. Prior to joining the firm in April 2000, Paul was a portfolio manager with Bank of America Capital Management and also served as an energy analyst supporting value, growth, balanced and equity income portfolios. Paul earned a B.S. in economics from Vanderbilt University and an M.B.A. from the University of Notre Dame. He served as an officer in the United States Army and is a CFA charterholder.

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Просмотренные котировки

	Название	Цена	Изм.	Изм.%
	Calvert Equity I	93,73	-0,63	-0,67%