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Calvert International Opportunities Fund Class I (COIIX)
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13/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 220.17M
Calvert International Opportunities I
17.01
-0.13
-0.76%
- Overview
- Profile
- Historical Data
- Holdings
COIIX Overview
On this page you'll find an in-depth profile of Calvert International Opportunities Fund Class I. Learn about the key management, total assets, investment strategy and contact information of COIIX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in common and preferred stocks of non-U.S. small-cap to mid-cap companies, which it defines as companies whose market capitalization falls within the range of the Morgan Stanley Capital International ("MSCI") Europe, Australasia and Far East ("EAFE") Small-Mid ("SMID") Index. It invests no more than 20% of its net assets in U.S. companies (excluding High Social Impact). The fund may enter into foreign currency derivatives to seek to hedge foreign currency exposure.
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 |
|---|---|---|---|
| Allen Mayer | - | 2024 | Now |
| Biography | Allen is an executive director of Morgan Stanley and an analyst on the Eaton Vance Non-U.S. Small/Mid Cap team. He is responsible for providing multisector coverage across European and selected international markets for global small-cap portfolios. He joined Eaton Vance in 2015. Morgan Stanley acquired Eaton Vance in March 2021. Allen began his career in the investment management industry in 2012. Before joining Eaton Vance, he was an executive director and equity analyst at Goldman Sachs Asset Management. He was previously affiliated with PricewaterhouseCoopers. Allen earned a B.Sc. in business administration from the University of Bath and an MBA from the London Business School. He holds the Associate Chartered Accountant (ACA) designation and is a CFA charterholder. | ||
| Aidan M. Farrell | Vice President | 2016 | Now |
| Biography | Aidan Farrell is a vice president of Eaton Vance Advisers International Ltd. and director of global small-cap equity. He is responsible for managing global and international small-cap equity portfolios, leading a team of analysts. He joined Eaton Vance in 2015. Aidan began his career in the investment management industry in 1996. Before joining Eaton Vance, he was managing director and a lead portfolio manager for Goldman Sachs Asset Management (GSAM). Prior to June 2008, he served as a director of European equities for Investment Insight (formerly the asset management arm of Halifax Bank of Scotland). Aidan earned a B.A. in economics from the University College Dublin and a postgraduate diploma in business studies from the University College Dublin Michael Smurfit Graduate Business School. Aidan is an associate of the CFA Society of the UK. | ||
| Christopher Madden | Vice President | 2016 | 2018 |
| Biography | Christopher Madden is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He is responsible for managing the ESG-related investment research in addition to being a portfolio manager. He joined Calvert Research and Management in 2016. Chris began his career in the investment management industry in 1999. Before joining Calvert Research and Management, he was a portfolio manager with Calvert Investments. Previously, he was an internal auditor at Vanguard Group. Chris earned a B.S. in finance and a B.A. in economics from Indiana University of Pennsylvania. He is a member of the CFA Institute and CFA Society of Washington D.C., and is a CFA charterholder. | ||
| Jade Huang | Portfolio Manager | 2015 | 2018 |
| Biography | Jade Huang is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. She is responsible for managing the suite of Calvert Responsible Indices, including the index construction processes, as well as developing new investment products at Calvert. She joined Calvert Research and Management in 2016. Jade began her career in the investment management industry in 2005. Before joining Calvert Research and Management, she was a portfolio manager with Calvert Investments. Previously, she was an investment analyst at Microvest, an asset management firm specializing in impact investing, and led the certification department at Fair Trade USA. Jade earned a B.A. from the University of California, Berkeley and an M.A. in international finance and economics from Johns Hopkins University, School of Advanced International Studies (SAIS). She is a CFA charterholder. | ||
| Jessica Reuss | Portfolio Manager | 2011 | 2016 |
| Biography | Ms. Reuss has served as a Product Specialist, Research Analyst and Portfolio Manager of Trilogy since 2006. Prior to joining Trilogy in 2006, Ms. Reuss was an equity analyst at Kornitzer Capital Management for 1 year. | ||
| David Runkle | Director | 2011 | 2016 |
| Biography | David serves as a Portfolio Manager for the Valant Emerging Markets Equity strategy as well as the Director of Quantitative Research at Trilogy. David joined from Piper Jaffray, where he was an Investment Research Manager. David has been an award-winning professor in finance, accounting, and economics at Brown University and the University of Minnesota, where he taught since 1989, and has served as a Research Officer at the Minneapolis Fed. In addition to holding a Ph.D. in economics from M.I.T., David has earned CPA and CFA credentials. | ||
| Drew Edwards | Portfolio Manager | 2011 | 2016 |
| Biography | Mr. Edwards is the Head of GMO’s Usonian Japan Equity team and a partner of the firm. Prior to joining GMO in 2020, he served as Portfolio Manager, Chief Investment Officer (CIO), and Chief Executive Officer (CEO) at Usonian Investments LLC. Mr. Edwards has been a member of the Usonian team since 2008. Prior to founding Usonian, he was Managing Director and Portfolio Manager at Advisory Research, Inc. Previously, Mr. Edwards had also been an investment professional at Taiyo Pacific Partners, an activist fund backed by CalPERS and W. L. Ross that focuses on Japanese equities, an investment banker at Lehman Brothers, and a finance executive in the health care industry. He earned his BA in International Business from Sophia University (Tokyo) and his MBA and JD from Northwestern University. Mr. Edwards is proficient in Japanese. | ||
| Marco Priani | Senior Portfolio Manager - International Equity | 2011 | 2016 |
| Biography | Senior Portfolio Manager - International Equity 22 years investment management and financial analysis experience M.B.A., The University of Chicago-Graduate School of Business, 2005; L.L.M., Northwestern University School of Law, 2006; M.S.F., Universidad del CEMA, 1999; J.D., Universidad de Buenos Aires - School of Law, 1987, cum laude; Chartered Financial Analyst® designation; Certified Public Accountant Professional Background: Vaughan Nelson since 2019; Advisory Research Inc./Piper Jaffray & Co. (2019-2010); Vice President, Senior Research Analyst, Advisory Research Inc./Piper Jaffray & Co. (2008-2009); Vice President, Senior Research Analyst, Advisory Research Inc./Piper Jaffray & Co. (2008-2009); Associate Research Analyst, Advisory Research Inc./Piper Jaffray & Co. (2006-2007); Summer Intern, Deutsche Postbank AG (2004); Founder, Partner, Priani, Claps, Caamano & Associates, Attorneys Affiliations, Current and Past: Member CFA Institute | ||
| William Sterling | CIO (Chief Investment Officer) | 2011 | 2016 |
| Biography | Mr. Sterling serves as Global Strategist at GW&K, a position he has held since 2019. Previously, Mr. Sterling served as Chief Investment Officer and Chief Executive Officer at Trilogy. He has worked on the staff of General Motors as Senior Economist with the Competitive Analysis Group, and at Merrill Lynch as Chief Strategist. He was Global Strategist and Portfolio Manager for BEA/Credit Suisse Asset Management before founding Trilogy Advisors. Mr. Sterling has earned an MA and PhD in economics from Harvard University and studied at the University of Tokyo as a Fulbright Scholar. | ||
| Gregory J. Gigliotti | President | 2011 | 2016 |
| Biography | Greg joined Trilogy Advisors after having been Vice President and Senior Portfolio Manager at Goldman Sachs Asset Management, where he co-managed a $7 billion series of mutual funds and institutional accounts. Greg also worked at Franklin Mutual Advisors (formerly the Mutual Series Funds) as a Vice President and Senior Analyst and was member of the investment team led by Michael Price. He has a B.A. in Economics and International Relations from Connecticut College. | ||
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