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Calvert Small-cap Fund Class I (CSVIX)
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26/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.25B
Calvert Small Cap I
40.50
-0.18
-0.44%
- Overview
- Profile
- Historical Data
- Holdings
CSVIX Overview
On this page you'll find an in-depth profile of Calvert Small-cap Fund Class I. Learn about the key management, total assets, investment strategy and contact information of CSVIX among other information.
Investment Strategy
The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment. The fund may also invest up to 25% of its net assets in foreign securities.
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 |
|---|---|---|---|
| Michael D. McLean | Portfolio Manager | 2016 | Now |
| Biography | Michael McLean is a vice president of Eaton Vance Management, co-director of U.S. small-cap equity and a portfolio manager and equity analyst on Eaton Vance’s small-/midcap team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s small- and midcap equity portfolios, as well as coverage of the consumer discretionary and consumer staples sectors. He began his career in the investment management industry with Eaton Vance in 2001. Mike earned a B.S. from Providence College. He is a CFA charterholder. | ||
| J. Griffith Noble | Vice President | 2016 | Now |
| Biography | J. Griffith Noble 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 joined Calvert Research and Management in 2016. Griff began his career in the investment management industry in 1996. He has been affiliated with the Eaton Vance organization since 2012. Before joining the Eaton Vance organization, he was an equity analyst with BlackRock, Inc. He was previously affiliated with Byram Capital Management, Emerson Investment Management, Deutsche Asset Management and Putnam Investments. Griff earned a B.S. from the University of Vermont and an MBA from Babson College. He is a member of the CFA Society of Boston 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. | ||
| Christopher Madden | Vice President | 2015 | 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. | ||
| Joshua Linder | Portfolio Manager | 2015 | 2016 |
| Biography | Joshua Linder, CFA, joined Calvert in 2011 with a primary focus on quantitative research and analysis to support Calvert’s internally-managed equity strategies. He also works on fundamental security analysis and is a member of Calvert’s Asset Allocation Committee. Prior to joining Calvert he spent two years as a finance and operations associate at the D.E. Shaw Group. More recently, Mr. Linder worked at the U.S.- Korea Institute conducting statistical analysis for several economic studies and as a summer associate at Deloitte Consulting. He graduated from Cornell University with a B.S. in industrial and labor relations and received a master’s in public policy from American University with a concentration in advanced quantitative research methods. Mr. Linder is a CFA charterholder and a member of the CFA Institute and CFA Society of Washington, D.C. He is a Level II candidate in the CAIA program. | ||
| Kurt S. Moeller | Portfolio Manager | 2015 | 2016 |
| Biography | November 2015 - present: Portfolio Manager, Calvert December 2014 - October 2015: Senior Equity Analyst, Calvert May 2010 - December 2014: Senior Equity Analyst, del Rey Global Investors, LLC | ||
| Natalie A. Trunow | Senior Vice President | 2010 | 2015 |
| Biography | Natalie Trunow is senior vice president and chief investment officer, equities, for Calvert Investment Management, Inc. Ms. Trunow is responsible for managing, proactively evaluating, and monitoring Calvert's sub-advised equity, balanced, sector, and asset allocation Funds. She also leads the firm’s in-house equity management, ESG integration, GTAA strategies, and new product development and implementation. Ms. Trunow has worked in global financial markets since 1985. Prior to joining Calvert Investment Management, Inc. in 2008, she was a section head and a portfolio manager in the global markets group at General Motors Asset Management in New York. In this role since 1997, she developed and managed successful in-house investment strategies in global alternatives, domestic large- and small-cap as well as alpha-generating, style-balanced funds of funds of institutional money managers. Earlier in her career, Ms. Trunow consulted with Price Waterhouse and the law firm of Owen & Davis in New York. She graduated cum laude with a B.S. in economics from NYU and holds an M.B.A. in finance from the NYU Stern School of Business. Throughout her carrier, Ms. Trunow has been involved in various volunteering and community activities including New York School Volunteer Program, Junior Achievement, and Calvert Community Partners. She serves on the advisory boards of Institutional Investor Forum, Claflin University, and Health Services for Children with Special Needs Foundation Investment Committee. | ||
| Wendell E. Mackey | Co-Founder | 2004 | 2010 |
| Biography | Wendell E. Mackey, CFA, Lead Portfolio Manager, CFA, is a Founder, Co-Chief Executive Officer & Chief Investment Officer for Channing Capital Management, LLC and serves as Lead Portfolio Manager for the Small-Cap Value and SMID Strategies. Mr. Mackey has over 25 years of investment experience. Formerly, he was Senior Managing Director of Valenzuela Capital Partners, LLC. He previously was a portfolio manager with Barnett Capital Advisors, and he held a senior role at NCM Capital Management Group, where he served as portfolio manager responsible for Calvert Social Investment Managed Growth Fund and Calvert CRI Balanced Fund. He also held analyst positions with PNC Bank in the Corporate Finance, and Investment Management and Research divisions of the Bank. Mr. Mackey received a BBA from Howard University, and a MM from the J.L. Kellogg Graduate School of Management, Northwestern University. Mr. Mackey currently serves on the Board of Visitors for the Howard University School of Business. He previously served as a Board Member and Chair of the Audit Committee of the CFA Society of Chicago. He has earned the Chartered Financial Analyst designation. | ||
| Eric T. McKissack | founding Principal, CEO, CIO | 2004 | 2010 |
| Biography | Eric McKissack is a Founding Principal, and serves as the Chief Executive Officer and Chief Investment Officer of Channing Capital Management, LLC. Mr. McKissack has over 25 years of investment experience. Mr. McKissack was formerly Vice-Chairman and Co-Chief Investment Officer of Ariel Capital Management, a Chicago-based investment management firm with over $10 billion in assets under management in 2003, specializing in equities. In this capacity, Mr. McKissack served as the portfolio manager responsible for the Ariel Appreciation Fund and various institutional separate accounts. Prior to joining Ariel Capital Management in 1986, Mr. McKissack worked for five years as a research analyst for First Chicago and First Chicago Investment Advisors, led by Gary Brinson. Mr. McKissack received a B.S. in Management from the Massachusetts Institute of Technology and an MBA from the University of California at Berkeley. He has also earned the Chartered Financial Analyst designation. | ||
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