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W Matthew Hereford

W Matthew Hereford

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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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  • A
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  • D

2015

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  • F
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  • M
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2016

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  • F
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2017

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  • F
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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
Eaton Vance Atlanta Capital Select Equity Fund;I 39.9 % 9.5 -6.7 %

League Table - Rank 135/258 (3rd quartile)

rank Manager Return
133 Marc S. Heilweil 133. Marc S. Heilweil 40.0%
134 Saul Pannell 134. Saul Pannell 39.9%
135 Charles B Reed 135. Charles B Reed 39.9%
135 W Matthew Hereford 135. W Matthew Hereford 39.9%
135 William O Bell IV 135. William O Bell IV 39.9%
View full league table

Total Return

Month by Month Performance

Quarterly (to 01/01/2018)

year Annual Q1 Q2 Q3 Q4
2017 19.7% 7.3% 3.6% 2.6% 5.0%
2016 5.9% 3.0% -0.1% 2.9% -0.1%
2015 2.9% 2.3% -0.7% -3.8% 5.3%
2014 11.6% -0.6% 1.9% 0.5% 9.7%
2013 1.2% 6.7% 8.2%

Are you W Matthew Hereford?

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