James Kirchner - Eaton Vance Treasurer
| EFT Stock | USD 13.40 0.05 0.37% |
Executive
Mr. James F. Kirchner is Treasurer of Eaton Vance FloatingRate Income Trust. He is Vice President of Eaton Vance and BMR. Officer of 176 registered investment companies managed by Eaton Vance or BMR. Also Vice President of CRM and officer of 37 registered investment companies advised or administered by CRM since 2016. since 2013.
| Age | 54 |
| Tenure | 11 years |
| Address | Two International Place, Boston, MA, United States, 02110 |
| Phone | 617-482-8260 |
| Web | https://funds.eatonvance.com/Floating-Rate-Income- |
Eaton Vance Management Efficiency
The company has Return on Asset of 0.0561 % which means that on every $100 spent on assets, it made $0.0561 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1387 %, implying that it generated $0.1387 on every 100 dollars invested. Eaton Vance's management efficiency ratios could be used to measure how well Eaton Vance manages its routine affairs as well as how well it operates its assets and liabilities. Return On Equity is likely to gain to 0.04 in 2024, whereas Return On Tangible Assets are likely to drop 0.03 in 2024. Total Current Liabilities is likely to gain to about 187.4 M in 2024. Non Current Liabilities Total is likely to gain to about 77.2 M in 2024Similar Executives
| Showing other executives | EXECUTIVE Age | ||
| Helen Peters | Eaton Vance Tax | 73 | |
| Virginia Breen | Calamos Global Dynamic | 53 | |
| Kino Clark | MFS Investment Grade | 52 | |
| Robert Hubbard | Blackrock Muniholdings Closed | 63 | |
| David DiLorenzo | MFS Investment Grade | 52 | |
| George Gorman | Eaton Vance National | 69 | |
| Mario CFA | Gabelli Global Small | 81 | |
| James Conn | Gabelli Global Small | 82 | |
| George Gorman | Eaton Vance Risk | 69 | |
| Frank Fahrenkopf | GAMCO Natural Resources | 78 | |
| Cynthia Frost | Eaton Vance Risk | 60 | |
| James Yost | MFS Investment Grade | 60 | |
| David Tripple | Calamos Global Total | 72 | |
| Charles Park | Blackrock Muniholdings Closed | 54 | |
| Barbara Novick | Blackrock Muniholdings Closed | 58 | |
| Cynthia Frost | Eaton Vance National | 60 | |
| John Ball | Gabelli Global Small | 44 | |
| James Conn | GAMCO Natural Resources | 80 | |
| Steven Buller | MFS Investment Grade | 69 | |
| Maureen Goldfarb | MFS Investment Grade | 65 | |
| Richard Walz | GAMCO Natural Resources | 58 | |
Management Performance
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0561 |
Eaton Vance Floating Leadership Team
Elected by the shareholders, the Eaton Vance's board of directors comprises two types of representatives: Eaton Vance inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Eaton. The board's role is to monitor Eaton Vance's management team and ensure that shareholders' interests are well served. Eaton Vance's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Eaton Vance's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Mark Fetting, Independent Trustee | ||
| Richard Froio, Chief Compliance Officer | ||
| Valerie Mosley, Independent Trustee | ||
| Payson Swaffield, Vice President | ||
| Craig Russ, CoDirector VP | ||
| Thomas Faust, Trustee | ||
| Harriett Taggart, Independent Trustee | ||
| Paul ONeil, Chief Compliance Officer | ||
| Scott Eston, Independent Trustee | ||
| Ralph Verni, Independent Chairman of the Board of Trustee | ||
| Deidre Walsh, Vice President, Chief Legal Officer | ||
| CFA Hinckley, Portfolio Manager | ||
| George Gorman, Independent Chairman of the Board of Trustee | ||
| Scott Wennerholm, Independent Trustee | ||
| James Kirchner, Treasurer | ||
| William Park, Independent Chairman of the Board of Trustee | ||
| Scott CFA, Portfolio Mang | ||
| Scott Page, President | ||
| Maureen Gemma, Vice President, Chief Legal Officer, Secretary | ||
| Payson CFA, Chief VP | ||
| Susan Sutherland, Independent Trustee | ||
| Helen Peters, Independent Trustee | ||
| Marcus Smith, Independent Trustee | ||
| Peter CFA, VP Mang | ||
| Cynthia Frost, Independent Trustee | ||
| Keith Quinton, Independent Trustee | ||
| Kimberly Roessiger, Secretary | ||
| Eric Stein, President |
Eaton Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Eaton Vance a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0561 | ||||
| Profit Margin | 0.87 % | ||||
| Operating Margin | 0.92 % | ||||
| Current Valuation | 543.87 M | ||||
| Shares Outstanding | 26.18 M | ||||
| Shares Owned By Institutions | 29.01 % | ||||
| Number Of Shares Shorted | 188.31 K | ||||
| Price To Earning | 51.76 X | ||||
| Price To Book | 1.01 X |
Pair Trading with Eaton Vance
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Eaton Vance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Eaton Vance will appreciate offsetting losses from the drop in the long position's value.Moving together with Eaton Stock
| 0.66 | BX | Blackstone Group Financial Report 18th of July 2024 | PairCorr |
| 0.73 | CG | Carlyle Group Financial Report 2nd of May 2024 | PairCorr |
| 0.72 | GS | Goldman Sachs Group Financial Report 17th of July 2024 | PairCorr |
Moving against Eaton Stock
| 0.58 | WAVS | Western Acquisition | PairCorr |
The ability to find closely correlated positions to Eaton Vance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eaton Vance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Eaton Vance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Eaton Vance Floating to buy it.
The correlation of Eaton Vance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Eaton Vance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eaton Vance Floating moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Eaton Vance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Floating. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Eaton Vance Floating information on this page should be used as a complementary analysis to other Eaton Vance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Complementary Tools for Eaton Stock analysis
When running Eaton Vance's price analysis, check to measure Eaton Vance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Eaton Vance is operating at the current time. Most of Eaton Vance's value examination focuses on studying past and present price action to predict the probability of Eaton Vance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Eaton Vance's price. Additionally, you may evaluate how the addition of Eaton Vance to your portfolios can decrease your overall portfolio volatility.
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Is Eaton Vance's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Eaton Vance. If investors know Eaton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Eaton Vance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.82) | Dividend Share 1.272 | Earnings Share 1.73 | Revenue Per Share 2.165 | Quarterly Revenue Growth 0.334 |
The market value of Eaton Vance Floating is measured differently than its book value, which is the value of Eaton that is recorded on the company's balance sheet. Investors also form their own opinion of Eaton Vance's value that differs from its market value or its book value, called intrinsic value, which is Eaton Vance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Eaton Vance's market value can be influenced by many factors that don't directly affect Eaton Vance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Eaton Vance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Eaton Vance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Eaton Vance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.