| The Eaton Vance Global Small-Cap Equity Strategy offers exposure to a broadly diversified portfolio of high quality, global small cap companies. |
| We focus on three definable inputs - Quality, Valuation, and Time (QVT). Our focus on quality drives a preference for well entrenched franchises with durable and scalable business models, typically benefitting from either structural growth (compounders) or structural change (improvers). We believe a disciplined combination of quality in a reward-to-risk framework with a long-term mind-set can uncover sources of alpha in the broad and inefficient small cap universe. |
| Depth, expertise & location |
| 131 person team with an average of 17 years of experience located in London, Dublin and Boston |
| Supported by the broader Eaton Vance equity group with over 502 investment professionals |
| Analyst - driven process within a collaborative culture |
| High levels of accountability, with distinct lines of responsibility |
| 1 Five investment professionals are product dedicated, while the remainder have multi-strategy responsibilities. 2 Portfolio managers, analysts, and traders including US and Global/International Equity team members. |
| Bottom-up, in-depth fundamental analysis |
| Structured to implement our philosophy in a disciplined and repeatable reward-to-risk framework |
| Portfolio exercises ensure team ownership, encourage collaboration, and test biases |
| Ensures all research adds value — working list, wish list, research library |
| Clearly defined portfolio construction and risk management parameters |
| Clearly defined portfolio construction |
| 120-180 holdings3 |
| Quality/core bias |
| Alpha driven by bottom-up stock selection |
| Positioned for capital preservation in addition to capital appreciation |
| 3 The number of securities/holdings indicated is the current range typically associated with this type of account and will vary depending on account size, client parameters and market conditions prevailing at the time of investment. |
Investment Team
Aidan Farrell4
Managing Director, Head of Non-US Small/Mid Capv
Non-US Consumer, Energy, Utilities, Financials
Joined investment management industry in 1996
J. Griffith Noble, CFA5
Managing Director, Co-Head of US Small/Mid Cap
US Industrials
Joined investment management industry in 1996
Mike McLean, CFA5
Managing Director, Co-Head of US Small/Mid Cap
US Consumer
Joined investment management industry in 2001
GLOBAL EQUITY ANALYSTS
Claus Roller, CFA4
London
Non-US Information Technology, REITS
Joined investment management industry in 1994
Nakaba Minai4
Tokyo
Japanese Small-Caps
Joined investment management industry in 1992
Brian Hertzog5
Boston
US Technology
Joined investment management industry in 1999
Samantha Pandolfi, CFA
London
Non-US Healthcare
Joined investment management industry in 2000
Andrew Valk, CFA5
Boston
US Utilities, REITS and Industrials
Joined investment management industry in 2004
Aaron Benedict
Boston
Energy
Joined investment management industry in 2016
Prachi Samundra5
Boston
US Banks, Insurance
Joined investment management industry in 2000
Allen Mayer, CFA4
London
Non-US Industrials, Materials
Joined investment management industry in 2012
Steven Reece, CFA4
Boston
Non-US Consumer
Joined investment management industry in 2012
Ryan Cavanaugh5
Boston
US Healthcare
Joined investment management industry in 2013
Jared Allen, CFA4
Boston
Financial
*The team is supported by two equity research associates. 4Denotes investment professionals dedicated solely to international/Global Small-Cap. 5Denotes members of the Eaton Vance US Small-Cap Investment Team.
Joined investment management industry in 2013
| MSCI World Small-Cap Index |
