Investment Overview

The strategy seeks growth across market sectors by investing in emerging, established, and evolving growth companies in the U.S.
Bottom-up stock selection is the primary driver of excess returns, with every position evaluated in the context of reward vs. risk
Employ differentiated research to identify growth outliers - stable companies with the ability to adapt and evolve
We look for companies with: large addressable markets, unique products or services, high profitability, and strong management teams
Target excess return: 3% to 5%
Target tracking error range: 3% to 8%
Typical average annual turnover range: 40% to 80%
 

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

Yana S. Barton, CFA

Managing Director, Director of Specialty Solutions

Joined investment management industry in 1997

Joined Eaton Vance in 1997

BS, University of Florida


 

Benchmark

Russell 1000® Growth Index