Aidan Farrell - Eaton Vance Fund Manager
Aidan Farrell is Fund Manager at Eaton Vance Tax Managed
Aidan Farrell is a vice president of Eaton Vance Management International and global smallcap portfolio manager. He is responsible for managing global and international smallcap equity portfolios, leading a team of analysts and working alongside the director of global equity to expand the global equity business. He joined Eaton Vance in 2015. Aidan began his career in the financial services industry in 1996. Before joining Eaton Vance, he was managing director and a lead portfolio manager for Goldman Sachs Asset Management . Prior to June 2008, he served as the director of European equities for Investment Insight . Aidan earned a B.A. in economics from the University College Dublin and a postgraduate diploma in business studies from the University College Dublin Michael Smurfit Graduate Business School.
| Phone | 800-262-1122 |
Eaton Vance Management Performance (%)
Similar Money Managers
| Found 8 records | One Year Return | ||
| Steven Huber | T Rowe Price | N/A | |
| Julius Williams | Invesco High Yield | N/A | |
| John Schorle | Invesco High Yield | N/A | |
| Kenneth Orchard | T Rowe Price | N/A | |
| Aaron Dunn | Eaton Vance Val | N/A | |
| Ronald Zibelli | Oppenhmr Discovery Mid | N/A | |
| Robert Stryker | Invesco High Yield | N/A | |
| John Croft | Eaton Vance Tax Managed | N/A | |
Eaton Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund 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.
| Price To Earning | 20.53 X | |||
| Price To Book | 2.09 X | |||
| Price To Sales | 1.32 X | |||
| Total Asset | 26.4 M | |||
| One Year Return | 2.85 % | |||
| Three Year Return | 5.35 % | |||
| Five Year Return | 5.17 % | |||
| Ten Year Return | 9.12 % | |||
| Net Asset | 26.4 M | |||
| Cash Position Weight | 3.01 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Eaton Vance in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Eaton Vance's short interest history, or implied volatility extrapolated from Eaton Vance options trading.
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.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 Tax Managed 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 Tax 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. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Other Consideration for investing in Eaton Mutual Fund
If you are still planning to invest in Eaton Vance Tax check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Eaton Vance's history and understand the potential risks before investing.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |