Large Cap Value
Description
The Eventide Large Cap Value Strategy seeks long-term capital appreciation by investing at least 80% in US large-cap equities of companies identified as creating value for stakeholders (customers, employees, supply chain, community, environment, and society) while seeking to limit tracking error versus the Bloomberg US 1000 Value Total Return Index (“Strategy Benchmark”). Rather than index investing, this strategy optimizes a curated universe to target index-like risk and returns through an actively managed basket of stocks with a focus on companies with value characteristics. Eventide’s proprietary Business 360® framework helps identify what we view as high-quality companies with excellent management teams and sustainable competitive advantages within their respective industries. This strategy offers an option for passive investors who wish to invest with uncompromising values in an active strategy with lower tracking error and fees than many other actively managed investment offerings. The Strategy is not an index strategy and Eventide is not required to purchase any specific securities or amount of securities included in the Strategy Benchmark.
Overview
As of 09/30/2025- Type
- Systematic Equity
- Number of Holdings
- 96
- Inception
- 07/31/2025
- Benchmark
- Bloomberg US 1000 Value Total Return Index
Available Vehicles
Portfolio Managers
Chris Grogan, CFA
Portfolio Manager, Director of Asset Allocation Services
Chris Grogan, CFA, serves as Director of Asset Allocation Services, Co-Portfolio Manager for Eventide's US Equity Market, Large Cap Growth, Large Cap Value, and Small Cap Strategies, and Portfolio Manager for Eventide's Fixed-Income Strategies. Within his roles at Eventide, Mr. Grogan is primarily involved with leading asset allocation strategy, systematic portfolio construction, multi-asset risk analytics, sub-advisor oversight, and investment consultation services.
Prior to joining Eventide in 2019, Mr. Grogan was an Associate Portfolio Manager with Boston Advisors, LLC. Before that, he was a Financial Planning Analyst with Raymond James.
Mr. Grogan holds a dual B.A. in Economics and Finance from Gordon College. He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and CFA Institute.
Tyler Frugia
Portfolio Manager, Head of Portfolio Analytics
Tyler Frugia serves as Portfolio Manager and Head of Portfolio Analytics for Eventide. Mr. Frugia acts as Co-Portfolio Manager for Eventide’s US Equity Market, Large Cap Growth, Large Cap Value, and Small Cap Strategies. In his role as Head of Portfolio Analytics, Mr. Frugia works alongside Eventide’s Co-CIOs to design and build custom proprietary tools to provide unique investment insights. Mr. Frugia spearheads the development, implementation, and oversight of Eventide’s proprietary internal research tools and analytic environments. He also oversees Eventide’s Business 360® operations and helps ensure all investments meet Eventide’s investment ideals.
Prior to joining Eventide in 2015, Mr. Frugia worked for 8 years in the non-profit sector for a national foundation where he was responsible for building grant management systems and tools for measuring grant impact. Prior to that, he was a freelance programmer working in many different sectors, including industrial where he was responsible for building DEQ reporting systems.
Mr. Frugia holds a B.S. in Computer Science from Western Oregon University.