Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Citywire Rating: Not Rated

not rated

2016

  • O
  • N
  • D

2017

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

sector performance

funds managed

fund total return standard deviation max drawdown
Eaton Vance Global Macro Abs Return Adv Fund;I 17.2 % 3.9 -4.0 %
Eaton Vance Global Macro Absolute Return Fund;I 11.0 % 2.2 -2.4 %

League Table - Rank 22/80 (2nd quartile)

rank Manager Return
20 Ked Hogan 20. Ked Hogan 14.5%
20 Philip Hodges 20. Philip Hodges 14.5%
22 Michael A. Cirami 22. Michael A. Cirami 14.1%
22 John R. Baur 22. John R. Baur 14.1%
22 Eric Stein 22. Eric Stein 14.1%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 2.2% 1.4% 0.4%
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 -0.5% 2.0% -1.7% -2.1% 1.4%

Are you Eric Stein?

We are constantly updating our comprehensive database of fund managers and their career history. If you are (or represent) Eric Stein and would like to update or provide biographical information for this factsheet please email manager-research@citywire.co.uk