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Calvert Equity Fund Class I (CEYIX)
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27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 3.6B
Calvert Equity I
93.73
-0.63
-0.67%
- Overview
- Profile
- Historical Data
- Holdings
CEYIX Overview
On this page you'll find an in-depth profile of Calvert Equity Fund Class I. Learn about the key management, total assets, investment strategy and contact information of CEYIX among other information.
Investment Strategy
The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25% of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts which evidence ownership in underlying foreign stocks).
Contact Information
Address
1825 Connecticut Avenue NW, Suite 400
Washington,DC 20009-5727
United States
Washington,DC 20009-5727
United States
Phone
202-238-2200
Web
www.calvert.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joseph B. Hudepohl | Portfolio Manager | 2015 | Now |
| Biography | Joseph Hudepohl is a managing director and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2015. Joe began his career in the investment management industry in 1997. Prior to joining Atlanta Capital, he was affiliated with Logan Circle Partners LP, a division of Fortress Investment Group LLC, as a portfolio manager and with Goldman Sachs Asset Management in Tampa, Florida. Joe earned a B.A. in economics from Stanford University. He is a former member of the U.S. National Swim Team and a three-time Olympic medalist. Joe is a CFA charterholder. | ||
| Jeffrey A. Miller | Vice President | 2015 | Now |
| Biography | Jeff A. Miller, CFA is a Vice President and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Calvert Equity portfolios. Prior to joining the firm in 2014, Mr. Miller was a Research Analyst at Crawford Investment Counsel and had been with the firm since 2011. Mr. Miller was responsible for equity research and served on the Equity Investment Team. Prior to joining Crawford Investment Counsel, Mr. Miller was a Senior Vice President, member of the Investment Policy Committee and Global Technology Analyst for Institutional Capital (ICAP). Mr. Miller is a graduate of Southern Methodist University where he earned a Bachelor of Business Administration in Finance. He obtained his MBA from Loyola University Chicago and holds the Chartered Financial Analyst designation. Additionally, Mr. Miller holds the Fundamentals of Sustainability Accounting (FSA) Credential issued by the Sustainability Accounting Standards Board (SASB). | ||
| Lance V. Garrison | Portfolio Manager, Growth Equity | 2015 | Now |
| Biography | Lance Garrison is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2007. Lance began his career in the investment management industry in 2000. Prior to joining Atlanta Capital, he worked at Standard & Poor's Corporate Value Consulting and Wellington Management Company. Lance earned a B.S. from the University of Florida and an MBA from Northwestern University. He is a CFA charterholder and a Chartered SRI Counselor. Lance holds the Fundamentals of Sustainability Accounting (FSA) credential and is a subject matter expert with the Sustainability Accounting Standards Board (SASB). Additionally, he serves on the SASB Standards Advisory Group advising on matters of implementation and emerging issues that should be considered in the standards development process. | ||
| Robert R. Walton | Vice President | 2015 | Now |
| Biography | Robert Walton is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 1999. Rob began his career in the investment management industry in 1994. Prior to joining Atlanta Capital, he was an equity research analyst at The Robinson-Humphrey Company, where he was responsible for the insurance and industrial growth industries. Rob earned a B.A. with a dual concentration in economics and political science from Colgate University and an MBA from Emory University. He is a CFA charterholder. Rob holds the Fundamentals of Sustainability Accounting (FSA) credential issued by the Sustainability Accounting Standards Board (SASB). | ||
| Richard B. England | Managing Director | 2006 | 2016 |
| Biography | Richard B. England, CFA is a Managing Director, Growth Equity and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Socially Responsible equity portfolios. He is also a member of the Management Committee. Prior to joining the firm in 2004, Mr. England was with Putnam Investments in Boston, where he was a Senior Portfolio Manager on the Core Growth Equity team. Previously, he was with Aetna Equity Investors. | ||
| Paul J. Marshall | Vice President | 2009 | 2015 |
| Biography | Paul Marshall is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He is a member of the large-cap growth equity portfolio management teams. Prior to joining the firm in April 2000, Paul was a portfolio manager with Bank of America Capital Management and also served as an energy analyst supporting value, growth, balanced and equity income portfolios. Paul earned a B.S. in economics from Vanderbilt University and an M.B.A. from the University of Notre Dame. He served as an officer in the United States Army and is a CFA charterholder. | ||
| William R. Hackney | Managing Partner | 1998 | 2012 |
| Biography | Hackney is a portfolio manager and managing partner with Atlanta Capital Management Company, his employer since 1995. Prior to joining the firm, he was chief investment officer of First Union Corporation’s Capital Management Group in Charlotte, North Carolina. Hackney holds the Chartered Financial Analyst designation. | ||
| Marilyn Robinson Irvin | Senior Vice President | 1998 | 2010 |
| Biography | Irvin is senior vice president and principal with Atlanta Capital Management Company, her employer since 1989. Prior to joining the firm, she was a treasury analyst and fixed income trader for Consolidated Health Care in Richmond, Virginia. Irvin holds the Chartered Financial Analyst designation and is a Certified Cash Manager. | ||
| Daniel W. Boone | Member | 1998 | 2007 |
| Biography | Boone is a member of the executive committee and managing partner with Atlanta Capital Management Company, his employer since 1976. Prior to joining the firm, he was an analyst with the Wellington Management Company in Philadelphia. Boone is a former U.S. Army officer. Boone holds the Chartered Financial Analyst designation and the Chartered Investment Counselor designation. | ||
| Paul J. Marshall | Vice President | 1998 | 2007 |
| Biography | Paul Marshall is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He is a member of the large-cap growth equity portfolio management teams. Prior to joining the firm in April 2000, Paul was a portfolio manager with Bank of America Capital Management and also served as an energy analyst supporting value, growth, balanced and equity income portfolios. Paul earned a B.S. in economics from Vanderbilt University and an M.B.A. from the University of Notre Dame. He served as an officer in the United States Army and is a CFA charterholder. | ||
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