US Equity Market

Description

The Eventide US Equity Market Strategy seeks long-term capital appreciation by investing primarily in equities of companies identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment, and society) while seeking to limit tracking error to the Bloomberg U.S. 3000 Total Return Index. Eventide’s proprietary Business 360® framework helps identify high-quality companies we believe are creating value for society, with excellent management teams and sustainable competitive advantages, in attractive industries. We seek resilient companies, whose long-term success is tied to their own ability to create value, rather than to macroeconomic and industry performance.

Overview

As of 06/30/2025
Type
Systematic Equity
Number of Holdings
149
Inception
08/31/2024
Benchmark
Bloomberg US 3000 Total Return Index

Available Vehicles

ETFSMA

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 Strategy, 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 has 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 Strategy, the firm’s flagship systematic ETF. 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.

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