We help mission-driven institutions invest with purpose
We help mission-driven institutions invest with purpose
Your investments can be an extension of your mission and values.
Far too many mission-driven institutions choose a traditional approach to investing. This can lead them to invest in problem areas that work against, rather than alongside, their mission and values.
Traditional investing can also miss the opportunity to intentionally invest in the common good. The end result is an investment strategy that trades mission alignment in pursuit of investment excellence.
Advance your mission with a excellent, ethical investment process
We believe that good investing includes both moral discernment and an excellent investment approach. Let your investments work with your mission.
Partner with a highly-skilled and experienced team that shares your values
$6.42B AUM
Dollars invested with the goal of creating value for society
16 INVESTMENT PROFESSIONALS
Highly-educated with deep sector and industry expertise
FOUNDER OWNED & LED
Founder-owned and led since first fund launch in 2008
DISCIPLINED APPROACH
Rigorous, repeatable process defined by moral discernment and investment excellence.
*As of 06/30/2025, excludes Eventide Ventures products.
Eventide specializes in serving mission-driven and faith-based institutions looking for excellent, ethical investments.
Our investment philosophy is rooted in a biblical worldview. We serve a variety of faith-based institutions using customizable screening options, positive impact in themes of human flourishing, and proactive company engagement. For more information on how our biblical worldview informs our investment philosophy, visit The Eventide Center for Faith & Investing.
Eventide can help you meet the United States Conference of Catholic Bishops’ (USCCB’s) Socially Responsible Investment Guidelines through our discretionary SMA products.
Our approach to investing evaluates the long-term sustainability of the entire business by evaluating both the products and practices of a business. This includes what the business makes and how their operations affect society and the environment. Learn more about our approach.
Our approach to active management focuses on original bottom-up research and deep domain expertise. We offer a range of investment strategies for core and satellite alpha generation.
Each of the investments at Eventide participates in a Theme of Human Flourishing
Connect with our institutional team for more information
Our strategies span a full range of risk/return objectives
Our skilled team has deep domain and industry expertise
Finny Kuruvilla, MD, PhD
Co-Chief Investment Officer, Senior Portfolio Manager, Managing Director, Founding Member
Dolores Bamford, CFA
Co-Chief Investment Officer, Senior Portfolio Manager
I-hung Shih, PhD
Portfolio Manager, Managing Director
Tyler Frugia
Portfolio Manager, Head of Portfolio Analytics
Chris Grogan, CFA
Portfolio Manager, Director of Asset Allocation Services
Andrew Singer, CFA
Portfolio Manager, Senior Research Analyst
Westley Dupray, CFA
Senior Research Analyst, Principal
Bert Kinsey, PhD, PharmD
Research Analyst, Principal
Faina Rozental-Behrer
Associate Portfolio Manager, Senior Research Analyst
Claudia Kwan
Research Analyst
Nicholas Leibold, CFA
Senior Research Analyst
Reginald Smith
Associate Portfolio Manager, Senior Research Analyst
Darric White
Portfolio Manager, Senior Research Analyst
Alexandra Cobourn
Research Analyst
Adam Golparvar
Associate Research Analyst
We offer customizable investment solutions for institutions
Separately Managed Accounts
These portfolios are comprised of individual securities offered on a discretionary and non-discretionary basis across several Eventide investment strategies.
Eventide Ventures
Our private line of business leverages our healthcare investing experience to identify and fund opportunities for impact.
