Investment Overview

This strategy buys growth across market sectors, combining the fundamental alpha generation with disciplined risk management.
Our blend of proprietary bottom-up fundamental research, proprietary risk modeling and active risk management has helped 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 13 years.
Target excess return: 200-300 basis points.
Target tracking error range: 300-500 basis points.
Typical average annual turnover range: 50% to 150%.

Portfolio Construction

Typically hold 60-80 positions
Sector weights +/- 500 basis points vs. the Russell 1000 Growth Index
Maximum position size equal to greater of 5% or benchmark plus 2%
Cash is typically held to less than 5% of the portfolio

Investment Team

Lewis R. Piantedosi
Vice president, portfolio manager
23 years of industry experience
20 years at Eaton Vance
BA, Framingham State College
MBA, Bentley College
Yana S. Barton, CFA
Vice president, portfolio manager
19 years of industry experience
19 years at Eaton Vance
BS, University of Florida

Benchmark

Russell 1000® Growth Index