Investment Overview

This strategy buys growth across market sectors, synergistically combining the alpha generation with active risk management.
Our blend of bottom-up fundamental research, proprietary risk modeling and active risk management helps deliver strong risk-adjusted returns over the long term.
We look for companies with strong business franchises, above-average EPS growth potential and reasonable valuations.
The portfolio management team has worked together for 15 years.
Target excess return: 3% to 5%
Target tracking error range: 4% to 8%
Typical average annual turnover range: 50% to 150%
 

Portfolio Construction

Typically hold 25-40 positions
Sector weights +/- 500 basis points vs. the Russell 1000® Growth Index
Cash is typically held to less than 5% of the portfolio

Investment Team

Lewis R. Piantedosi

Vice president, portfolio manager

26 years of industry experience

23 years at Eaton Vance

BA, Framingham State College

MBA, Bentley College


Yana S. Barton, CFA

Vice president, portfolio manager

22 years of industry experience

22 years at Eaton Vance

BS, University of Florida


 

Benchmark

Russell 1000® Growth Index