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Eric Stein

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
Education:
  • CFA

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

Citywire Rating: Not Eligible

not rated

2016

  • O
  • N
  • D

2017

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2018

  • J

sector performance

funds managed

fund total return standard deviation max drawdown
Eaton Vance Global Macro Abs Return Adv Fund;I 15.5 % 3.7 -4.0 %
Eaton Vance Global Macro Absolute Return Fund;I 10.8 % 2.1 -2.4 %

League Table - Rank 37/77 (2nd quartile)

rank Manager Return
35 Mark Hamilton 35. Mark Hamilton 13.6%
35 Ben Rockmuller 35. Ben Rockmuller 13.6%
37 John R. Baur 37. John R. Baur 13.1%
37 Michael A. Cirami 37. Michael A. Cirami 13.1%
37 Eric Stein 37. Eric Stein 13.1%
View full league table

Total Return

Month by Month Performance

Quarterly (to 01/01/2018)

year Annual Q1 Q2 Q3 Q4
2017 5.0% 2.2% 1.4% 0.4% 1.0%
2016 4.9% 0.2% 1.7% 2.7% 0.3%
2015 3.4% 2.5% -0.1% -2.3% 3.3%
2014 4.7% 0.1% 1.3% 2.4% 0.7%
2013 -1.7% -2.1% 1.4%

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