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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

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Eric Stein

Eric Stein

This manager holds a Long Only Rating: View performance
Showing manager performance globally. You can view performance in individual jurisdictions.

About Eric Stein

Eric Stein is a vice president of Eaton Vance Management, co-director of global income and portfolio manager in Eaton Vance’s global income group. He originally joined Eaton Vance in 2002 and rejoined the company in 2008. Eric previously worked on the Markets Desk of the Federal Reserve Bank of New York. He has additional experience at Citigroup Alternative Investments. Eric earned a B.S., cum laude, from Boston University and an MBA, with honors, from the University of Chicago Booth School of Business. He is a CFA charterholder and a member of the Boston Committee on Foreign Relations, Boston Economic Club, Business Associates Club, Enterprise Club, AEI Boston Council and Boston Security Analysts Society.

Invests in own strategies

Runs institutional money

Are you Eric Stein?

Citywire Rating: Not Eligible

Eric Stein does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2016

  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FRated Plus in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ANot rated in Aug 2017
  • SRated Plus in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017

Performance

over : 30/11/2016 - 30/11/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.5% 0.6% 0.8%
2016 1.3% -1.1% 1.7% 1.9% -1.2%
2015 1.2% 2.7% -0.2% -3.7% 2.5%
2014 2.0% -0.8% 0.7% 2.0% 0.1%
2013 -2.4% 1.4% -1.6% -2.6% 0.5%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.