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Eric Stein

Eric Stein

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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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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: AA rated

not rated

2014

  • J
  • A
  • S
  • O
  • N
  • D

2015

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

2016

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

2017

  • J
  • F
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  • M
  • J

sector performance

funds managed

fund total return standard deviation max drawdown
Eaton Vance Short Duration Strategic Income Fund;B 6.6 % 3.3 -6.9 %

League Table - Rank 57/82 (3rd quartile)

rank Manager Return
56 Marc Pfeffer 56. Marc Pfeffer 7.2%
57 Eric Stein 57. Eric Stein 6.6%
57 Andrew Szczurowski 57. Andrew Szczurowski 6.6%
59 Krishna Memani 59. Krishna Memani 6.5%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2017)

year Annual Q1 Q2 Q3 Q4
2017 1.6%
2016 4.7% -1.2% 0.7% 2.9% 2.2%
2015 -1.4% 1.7% 0.2% -3.9% 0.7%
2014 3.5% 1.1% 1.7% 1.0% -0.3%
2013 -0.4% 1.6% -2.5% -0.6% 1.2%
2012 3.4% 1.1%

Are you Eric Stein?

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