Eventide Asset Management

Eventide Asset Management is a US investment manager behind the Eventide family of mutual funds. The funds cover growth, core, balanced and bond strategies, and the firm says it looks for value created for all stakeholders, not only shareholders.

Services

• Healthcare and life sciences fund: a diversified fund concentrated in drug-related industries.
• Exponential technologies fund: holdings concentrated in information technology and communication sectors.
• Large cap and dividend funds: diversified equity funds for large companies and for dividend-paying stocks.
• Gilead fund: a diversified growth fund that has leaned toward healthcare and IT.
• Balanced and multi-asset income funds: a mix of fixed income and equity income holdings.
• Bond funds: limited-term and core bond funds aimed at income.

Who it serves

The funds are sold to investors through a mutual fund shareholder services arrangement run with an outside administrator.

Key facts

• Structure: Limited liability company managing a series of mutual funds
• Investment philosophy: Value creation for customers, employees, communities and society is treated as a source of outperformance
• Fund categories: Mid-cap growth, large blend, moderate allocation, short-term bond and intermediate core bond