Bringing you live news and features since 2006 

Mutual funds

Eaton Vance launches multi-market equity strategy fund


Eaton Vance Management has launched the Eaton Vance Richard Bernstein Multi-Market Equity Strategy Fund, a mutual fund managed for total return. 

Richard Bernstein, chief executive officer and chief investment officer of fund sub-adviser Richard Bernstein Advisors, is the fund’s portfolio manager. 

The fund’s investment strategy combines top-down analysis and customised portfolio construction based on Richard Bernstein Advisors’ assessment of a range of proprietary and non-proprietary indicators and the firm’s macroeconomic analysis and judgment. 

Leading exposures will vary over time among growth and value, small, mid and large cap, US and international, and developed and emerging markets. 

"Rich is a recognised leader in equity style investing with nearly three decades of experience," says Duncan W. Richardson, chief equity investment officer at Eaton Vance. "We are delighted to partner with his firm to bring to market this innovative offering whose top-down style complements our extensive lineup of equity funds based primarily on individual securities selection."

"Opportunities in equities are compelling today, and investors are under-exposed," says Bernstein. "By seeking to identify new trends ahead of the pack, we look for unexploited opportunities and areas of relative growth with attractive valuations. We do not believe investors can reach their long-term goals without an appropriate equity allocation and we hope to help them find new enthusiasm for stocks."

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Jigna Gibb, Bloomberg
Bloomberg Indices has recently hired Jigna Gibb as Head of Commodities and Crypto Index Products, to lead its commodities and...
Robert Minter, director of ETF investment strategy at abrdn takes a look at passive investing in commodities and shares his...
Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by