The Eaton Vance Equity Value Team employs this differentiated approach, focused on building a portfolio that is comprised of leading companies that are mispriced, out of favor, or generally misunderstood by the market. The team approaches valuation by having a deep understanding of a company’s fundamentals, industry, and management team. The team performs >1,000 company meetings annually. 

The Eaton Vance Equity Value Team has honed in on company metrics that they have found generate alpha over time: high return on invested capital, strong free cash flow yield, and low debt to capital ratio.

The Team has consciously created a team-based culture that encourages diverse opinions, enables experienced investment professionals (investment team has an average of >25 years of experience) & aligns them with clients, emphasizes dynamic debate, and embraces a multi-faceted approach to combatting common investment biases. To stimulate this culture of debating and vetting of investment ideas, the Team has developed 30+ portfolio exercises, performed regularly during weekly team meetings.