Q: You have set a tremendous goal to achieve.

A: I’m optimistic about our prospects. I joined the firm a little over three years ago and my goal then was to build our large cap value products into a $10 billion product. We're planning on getting there by not only offering a tax efficient mutual fund, and a qualified mutual fund, but by moving into the separate account business and addressing the institutional market as well.
The size of the large cap value market is in our favor. You know when we combine the assets held in just 12 of the biggest mutual funds in the large cap value category we come up with over $170 billion in assets. And since its December 1999 inception through the end of April, the Eaton Vance Tax-managed Value Fund has outperformed each of these funds by quite a considerable margin. If we could attract just 10% of the assets from these 12 funds we’d have $17 billion in assets.
Can we achieve that? Well as important as past performance is, I believe the engines that create performance are even more critical. The engines that have driven performance of our large cap value product are a common sense philosophy, a disciplined process and an experienced and stable team of investment professionals. These engines should allow us to continue to build on our past record of creating wealth. As we do this I believe we will also be successful in building our asset base.

Q: After a long career that included tenures at several asset management firms, what attracted you to Eaton Vance?

A: Eaton Vance is known for its positive and collaborative corporate culture, its conservative investment approach and its commitment to fundamental research. When I joined here someone told me I was joining a “SWAN” firm. I asked what’s “SWAN”. They told me “Smart people who Work hard And are Nice.” I’ve found Eaton Vance to indeed be a beautiful swan! Thank you for your interest in our large cap value products.