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W Matthew Hereford

W Matthew Hereford

i

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

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Matthew Hereford is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team. Prior to joining the firm in December 2002, Matt was affiliated for five years with INVESCO, where he was responsible for managing their concentrated equity portfolio. Matt earned a B.B.A. in international business from the University of Mississippi. He is a CFA charterholder and is a member of the Atlanta Society of Financial Analysts.

Citywire Rating: A rated

not rated

2014

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2015

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2016

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2017

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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
Eaton Vance Atlanta Capital SMID-Cap Fund;I 61.2 % 10.9 -8.8 %

League Table - Rank 1/149 (1st quartile)

rank Manager Return
1 Charles B Reed 1. Charles B Reed 61.2%
1 W Matthew Hereford 1. W Matthew Hereford 61.2%
1 William O Bell IV 1. William O Bell IV 61.2%
4 Douglas S. Foreman 4. Douglas S. Foreman 59.6%
5 Matthew Litfin 5. Matthew Litfin 55.7%
View full league table

Total Return

Month by Month Performance

Quarterly (to 01/01/2018)

year Annual Q1 Q2 Q3 Q4
2017 24.7% 5.3% 5.1% 3.5% 9.0%
2016 11.2% 3.3% 3.4% 1.6% 2.5%
2015 9.7% 6.0% 3.0% -6.4% 7.4%
2014 5.2% -1.8% 2.9% -3.5% 7.9%
2013 2.2% 7.7% 9.2%

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