Sustainable Business Models | Influence Through Engagement |
Seeking Compounding Returns
Eaton Vance Equity is comprised of six distinct investment teams of experienced, long-tenured investors. We employ bottom-up, research driven investment approaches designed to deliver attractive risk-adjusted long-term performance for clients. We utilize a structural approach to mitigate behavioral biases in investment decision-making. Eaton Vance Equity investment teams manage diverse strategies across U.S., international and global equity covering various market capitalization and investment styles.
Meet The Team
Strategies
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Concentrated and balanced portfolio of high and improving quality companies that exhibit sound management of ESG characteristics. The strategy invests in sustainable business models, with secular growth characteristics, high or improving returns on invested capital, sustainable competitive advantages, durable balance sheets, and strong capital allocation, with a proven ability to compound cashflows over the long term.
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The Morgan Stanley Focused Value Opportunities Strategy employs an Opportunistic Value approach and is a concentrated U.S. value equity portfolio of 25-45 companies emphasizing high-conviction, bottom-up fundamental research to identify leading companies trading below intrinsic value, leveraging proven success factors such as high return on invested capital, strong free cash flow yield, and low debt, while integrating ESG considerations and fostering a collaborative investment team culture to generate alpha through active security selection.
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Insights