Discover the secret behind this fund’s exceptional performance

  • Eaton Vance Atlanta Capital SMID-Cap fund beats 99% of its peers in the past 15 years
  • The fund employs a smid investment style, holding both small- and mid-cap stocks
  • The fund has a low turnover ratio and focuses on long-term holdings
  • The fund’s largest holding is property and casualty insurer W.R. Berkley
  • Valuation consciousness and risk control contribute to the fund’s success
  • Recent purchases include shares of medical-devices company Teleflex and consumer-credit rating company TransUnion
  • Audio-technology company Dolby Laboratories is also a part of the fund’s portfolio

The Eaton Vance Atlanta Capital SMID-Cap fund has consistently outperformed its peers in the past 15 years, beating 99% of its competitors. The fund employs a unique investment style that combines small- and mid-cap stocks, allowing it to capture the growth potential of rapidly expanding companies. With a low turnover ratio and a focus on long-term holdings, the fund has achieved impressive results. Its largest holding, property and casualty insurer W.R. Berkley, exemplifies the fund’s high-quality approach. Valuation consciousness and risk control are key factors contributing to the fund’s success. Recent purchases include shares of medical-devices company Teleflex and consumer-credit rating company TransUnion, both of which offer attractive valuations. Additionally, audio-technology company Dolby Laboratories is a part of the fund’s portfolio, benefiting from its royalty-based business model. Overall, the Eaton Vance Atlanta Capital SMID-Cap fund stands out for its exceptional performance and unique investment strategy.

Public Companies: W.R. Berkley (unknown), Teleflex (unknown), TransUnion (unknown), Dolby Laboratories (unknown)
Private Companies:
Key People: Matthew Hereford (fund manager), William Bell (co-manager), Charles Reed (co-manager)

Factuality Level: 7
Justification: The article provides information about the Eaton Vance Atlanta Capital SMID-Cap fund and its investment strategy. It includes quotes from the fund manager and discusses the fund’s performance and holdings. The information provided seems to be accurate and objective, without any obvious bias or misleading information. However, the article does not provide any external sources or data to support the claims made.

Noise Level: 6
Justification: The article provides information about a successful small-cap growth-stock fund and its investment strategy. It includes details about the fund’s performance, holdings, and the rationale behind its investment decisions. However, there is some repetitive information and the article does not provide a deep analysis of long-term trends or antifragility.

Financial Relevance: Yes
Financial Markets Impacted: The article discusses the performance of the Eaton Vance Atlanta Capital SMID-Cap fund, which invests in small- and mid-cap stocks. It mentions specific companies such as W.R. Berkley, TransUnion, Teleflex, and Dolby Laboratories.

Presence of Extreme Event: No
Nature of Extreme Event: No
Impact Rating of the Extreme Event: No
Justification: The article primarily focuses on the performance and investment strategy of a specific fund, without mentioning any extreme events or significant impacts on financial markets or companies.

Reported publicly: www.marketwatch.com