Eventide Funds is a values-based investment firm that focuses on investing in companies that produce outstanding investment returns by, first and foremost, doing the right thing. Multiple studies from well-respected investment firms and prestigious business schools have proven that investing in admirable, values-driven companies has led to long-term outperformance. The Eventide Gilead Fund has outperformed the broad market since inception through the use of values-based investing. Eventide strives to continue to deliver outperformance to their investors by first focusing on doing right.
- Company Profile
- Gilead Fund Fact Sheet
- HealthCare & LifeSciences Fund Fact Sheet
- Multi-Asset Income Fund
Values-Based Investing: In Practice
As opposed to many Wall Street portfolio managers, Eventide knows that there are both
good and bad profits. Wise investing means partnering with companies who create real
value for customers and society. Their growth and profits are inherently sustainable, whereas
profit made at the expense of customers and society tends to end badly (e.g., subprime
mortgages). We call this values-based investing and it is rooted in our vision for the great capacity
of business — practiced wisely — to create value and, thereby, a better world.
Class A: E TAG X | Class C: E TCG X | Class I: E T I L X | Class N: E TG L X
The Eventide Gilead Fund is a diversied mutual fund that seeks to provide long-term capital appreciation. The fund invests in primarily equity securities of companies that we believe demonstrate values and business practices that are ethical, sustainable, and provide an attractive investment opportunity. The fund also invests in securities that have signicant near-term appreciation potential.
Class A: E TA H X | Class C: E T CHX | Class I: E T I H X | Class N: E T N H X
The Eventide Healthcare & Life Sciences Fund seeks to provide long-term capital appreciation by investing in securities of healthcare and life sciences companies. The fund invests in companies that we believe demonstrate values and practices that are ethical, sustainable, and provide a good investment opportunity. The fund also invests in securities with signi cant near-term appreciation potential. Under normal market conditions, the Fund will invest at least 80 percent of its net assets in equity and equity-related securities of companies in the healthcare and life sciences sectors
Class A: ETAMX | Class C: ETCMX | Class I: ETIMX | Class N: ETNMX
The Eventide Multi-Asset Income Fund seeks current income while maintaining the potential for capital appreciation. The Fund has significant flexibility to achieve its investment objective by primarily investing in a broad universe of income-producing securities. These securities include debt and equity securities of companies in the U.S. and other markets around the world.