Have you ever wondered how important it is to consider intangible qualities of a company like “creating value for stakeholders” alongside the quantitative financial aspects of a company? Eventide Co-CIO and Portfolio Manager Dolores Bamford explains how both types of analyses are important for her team when assessing companies for Eventide’s income strategies.
Author

Dolores Bamford, CFA

Co-Chief Investment Officer, Senior Portfolio Manager

Dolores Bamford, CFA, serves as Co-Chief Investment Officer for Eventide and Senior Portfolio Manager for Eventide’s Dividend Growth, Dividend Value, and Balanced Income Strategies.

Ms. Bamford has over 30 years of investment experience. Prior to joining Eventide in 2019, she was with Goldman Sachs Asset Management for 13 years (2002-2015), most recently as Managing Director and Portfolio Manager on U.S. Value Equity. She also led Goldman Sachs’s U.S. Responsible Equity strategy and co-led the Global Sustain Equity strategy. Previously, she was with Putnam Investments for 10 years (1992-2002), where she served as Senior Vice President and Portfolio Manager and Analyst on multiple value investments. Before that, she was with Fidelity Investments (1988-1990), where she served in investment research.

Ms. Bamford holds an S.M. in Management from the MIT Sloan School of Management, a dual-M.A. in Theology and Church History from Gordon-Conwell Theological Seminary, and a B.A. in Economics from Wellesley College. She is a CFA Charterholder and member of the Boston Society of Security Analysts.