Thomas Faust - Eaton Vance Trustee

EVT Fund

USD 24.73 0.01 0.04%

Thomas Faust is Fund Manager at Eaton Vance Tax

Mr. Thomas E. Faust Jr. is a Trustee of Eaton Vance TaxAdvantaged Dividend Income Fund. Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. He is currently Chairman, Chief Executive Officer and President of EVC, Director and President of EV, Chief Executive Officer and President of Eaton Vance and BMR, and Director of EVD and EVMI. Mr. Faust has served as a Director of Hexavest Inc. since 2012 and of SigFig Wealth Management LLC since 2016. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance . He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust was a Chartered Financial Analyst since 1988.

Age	63
Tenure	18 years
Phone	617-482-8260
Web	https://funds.eatonvance.com/Tax-Advantaged-Dividend-Income-Fund-EVT.php

Thomas Faust Latest Insider Activity

Tracking and analyzing the buying and selling activities of Thomas Faust against Eaton Vance fund is an integral part of due diligence when investing in Eaton Vance. Thomas Faust insider activity provides valuable insight into whether Eaton Vance is net buyers or sellers over its current business cycle. Note, Eaton Vance insiders must abide by specific rules, including filing SEC forms every time they buy or sell Eaton Vance'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.

		Thomas Faust over a week ago Disposition of 342640 shares by Thomas Faust of Mast Global at 36.71 subject to Rule 16b-3
		Thomas Faust over six months ago Insider Trading
		Thomas Faust over six months ago Insider Trading
		Thomas Faust over a year ago Eaton Vance exotic insider transaction detected

Eaton Vance Management Performance (%)

The company has Return on Asset of 1.25 % which means that on every $100 spent on assets, it made $1.25 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (1.33) %, meaning that it generated no profit with money invested by stockholders. 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.

Compare Eaton Vance to Peers

Manager Performance

Eaton Vance Tax has 447 M in debt with debt to equity (D/E) ratio of 0.24, which may show that the company is not taking advantage of profits from borrowing. Eaton Vance Tax has a current ratio of 1.12, demonstrating that it is not liquid enough and may have problems paying out its financial commitments when the payables are due. Debt can assist Eaton Vance until it has trouble settling it off, either with new capital or with free cash flow. So, Eaton Vance's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Eaton Vance Tax sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Eaton to invest in growth at high rates of return. When we think about Eaton Vance's use of debt, we should always consider it together with cash and equity.

Similar Money Managers

Showing other executives			One Year Return
	Laura Woodward	Tekla Healthcare Investors	51
	Laura Woodward	Tekla World Healthcare	51
	Marianne Harrison	John Hancock Financial	57
	Warren Thomson	John Hancock Financial	64
	Dr MS	Tekla Healthcare Investors	72
	William Reardon	Tekla Life Sciences	74
	Grace Fey	John Hancock Financial	74
	Christopher Sechler	John Hancock Financial	47
	William Reardon	Tekla World Healthcare	74
	Christopher Flynn	Royce Value Closed	N/A
	Francis Knox	John Hancock Financial	73
	Lucinda Stebbins	Tekla Life Sciences	73
	Lauren CFA	Royce Value Closed	N/A
	Susan Sutherland	Eaton Vance Tax	64
	Thomas Kent	Tekla Healthcare Investors	67
	Frank Gentile	Tekla Healthcare Investors	63
	James Kirchner	Eaton Vance Tax	54
	Deborah Jackson	John Hancock Financial	68
	Gregory Russo	John Hancock Financial	71
	Valerie Mosley	Eaton Vance Tax	61
	Cynthia Frost	Eaton Vance Tax	60

Eaton Vance Tax-Advantaged Dividend Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. Eaton Vance Tax-Advantaged Dividend Income Fund was formed on September 30, 2003 and is domiciled in the United States. Eaton Vance is traded on New York Stock Exchange in the United States. The fund is not classified under any group at the present time.

Management Performance

	Return On Equity	-1.33
	Return On Asset	1.25

Eaton Vance Tax 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.

	William Park, Independent Chairman of the Board of Trustee
	James Kirchner, Treasurer
	Mark Fetting, Independent Trustee
	Maureen Gemma, Vice President, Secretary, Chief Legal Officer
	Richard Froio, Chief Compliance Officer
	Valerie Mosley, Independent Trustee
	Susan Sutherland, Independent Trustee
	Thomas Faust, Trustee
	Edward Perkin, President
	Helen Peters, Independent Trustee
	Marcus Smith, Independent Trustee
	Cynthia Frost, independent Trustee
	Deidre Walsh, Vice President
	Keith Quinton, Independent Trustee
	George Gorman, Independent Trustee
	Scott Wennerholm, Independent Trustee

Eaton Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right 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.

	Return On Equity	-1.33
	Return On Asset	1.25
	Profit Margin	(36.82) %
	Operating Margin	68.41 %
	Current Valuation	2.2 B
	Shares Outstanding	73.65 M
	Shares Owned By Institutions	13.81 %
	Number Of Shares Shorted	55.73 K
	Price To Earning	2.38 X
	Price To Book	1.15 X

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.

Explore Investing Ideas

Other Information on Investing in Eaton Fund

Eaton Vance financial ratios help investors to determine whether Eaton Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.

	Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
	Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
	Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC