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Eaton Vance Rba Equity Strategy Fund Class C (ERBCX)

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17.63 +0.30    +1.73%
02/05 - Closed. Currency in USD
Type:  Fund
Market:  United States
Underlying:  MSCI ACWI Net USD
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 17.27M
Eaton Vance Richard Bernstein Eq Strat C 17.63 +0.30 +1.73%

ERBCX Overview

 
On this page you'll find an in-depth profile of Eaton Vance Rba Equity Strategy Fund Class C. Learn about the key management, total assets, investment strategy and contact information of ERBCX among other information.
Category

World Large-Stock Blend

Total Assets

17.27M

Expenses

1.94%

Inception Date

40463

Contact Information

Address Two International Place
Boston,MA 02110
United States
Phone +1 8008362414

Top Executives

Name Title Since Until
Michael Contopoulos - 2025 Now
Biography Michael Contopoulos is the Director of Fixed Income at Richard Bernstein Advisors LLC. Mr. Contopoulos heads all research and strategy for the Fixed Income portion of RBA’s portfolios and is a senior member of the Investment Committee. Michael started his career at Tudor Investment Corporation in 2000 before joining the research department at Credit Suisse First Boston in 2002. In 2004 he left to build Bank of America’s quantitative credit strategy team and in 2011 he became the firm’s head of Convertible Strategy and created the Relative Value and Credit Derivatives Strategy teams. In 2012 Mr. Contopoulos became Bank of America Merrill Lynch’s Head of High Yield and Leveraged Loan Strategy where he was ranked the #2 Credit Strategist in Institutional Investor Magazine across multiple categories. Prior to joining RBA, Mr. Contopoulos was Anchorage Capital’s Chief Investment Strategist. He is a frequent guest on CNBC and Bloomberg television and often quoted in Barron’s, the Wall Street Journal and other publications for his keen insights and unique market color. He graduated from Columbia University with a B.A., majoring in Economics and Political Science. He also received an MBA from the NYU Stern School of Business, Langone Program.
Henry Timmons Portfolio Manager 2017 Now
Biography Henry Timmons is the senior quantitative analyst at Richard Bernstein Advisors LLC. Mr. Timmons is responsible for asset allocation, portfolio construction, risk management and ETF research. Before joining RBA, Mr. Timmons was a portfolio manager and quantitative analyst at Grantham, Mayo, Van Otterloo & Co. LLC. While at GMO, Mr. Timmons evaluated quantitative and fundamental sources of alpha as potential inputs to the investment process, while assisting in constructing and managing portfolios. Prior to GMO, Mr. Timmons was a management consultant at PricewaterhouseCoopers LLP, where he designed forecasting models improving supply-chain management processes for various clients. Henry holds a BS in mechanical engineering and an MEng in systems engineering and engineering management from Cornell University, and an MBA in finance from Cornell University's SC Johnson College of Business. He is a Chartered Financial Analyst® charterholder.
Matthew Griswold Portfolio Manager 2017 Now
Biography Before joining RBA, Mr. Griswold was a vice president and portfolio manager at State Street Global Advisors, with responsibility for the design, execution and evaluation of both new and existing global investment strategies. His extensive portfolio management experience spans most major asset classes and includes both quantitative and fundamental investment disciplines. For almost 20 years, Matt assumed a wide variety of leadership positions within State Street in areas of portfolio construction, research, performance measurement, risk analysis, mutual fund administration and client service.
Richard Bernstein CEO 2010 Now
Biography Richard Bernstein is the CEO and CIO (Chief Investment Officer) of Richard Bernstein Advisors (RBA), which he founded in 2009. Prior to RBA, Mr. Bernstein was Chief Investment Strategist (2006-2009) and Chief U.S. Strategist (2001-2006) at Merrill Lynch & Co. Mr. Griswold is the Director of Investments at RBA (since 2010). . A much-noted expert on style investing and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen years, and is one of only fifty analysts inducted into the Institutional Investor “Hall of Fame”.
Dan Suzuki Deputy CIO 2021 2025
Biography Dan Suzuki is the Deputy CIO at Richard Bernstein Advisors.
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