Investment Overview

Our investment team adheres to a traditional value approach that emphasizes high-quality, defensible franchises within a risk-aware framework.
We emphasize independent bottom-up, fundamental research.
Our focus is on leading companies we believe have been systematically mispriced by the market. Leading companies exhibit:
     – Advantaged business models as evidenced by strong returns on capital through the business cycle.
     – Financial discipline exemplified through a balance sheet that can protect the equity value of a business through market cycles.
     – A strong free cash flow profile that supports compounding of value through thoughtful capital allocation decisions.
A strict sell discipline helps to protect capital by remaining objective.

Portfolio Construction

Investment Team

Aaron Dunn, CFA

Portfolio manager

Joined investment management industry in 2000

Joined Eaton Vance in 2012

BS, University of Arkansas

MBA, University of Texas

Brad Galko, CFA

Managing Director, Co-Head of Value Equity

Joined investment management industry in 1991

Joined Eaton Vance in 2013

BBA, University of Notre Dame

Edward J. Perkin, CFA

Managing Director, Chief Investment Officer, Equity

Joined investment management industry in 1993

Joined Eaton Vance in 2014

BA, University of California, Santa Barbara

MBA, Columbia University



Benchmark: Russell 1000® Value Index