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Advisor Information for COICX

Fund Inception07/31/2007
Name of IssuerCalvert Research and Management
Fund Advisor(s)Calvert Research and Management
Sub-Advisor(s)Eaton Vance Advisers International Ltd.

Fund Managers for COICX

Allen Mayer
Portfolio Manager since 02/01/2024
Allen is an executive director of Morgan Stanley and an analyst on the Eaton Vance Non-U.S. Small/Mid Cap team. He is responsible for providing multisector coverage across European and selected international markets for global small-cap portfolios. He joined Eaton Vance in 2015. Morgan Stanley acquired Eaton Vance in March 2021. Allen began his career in the investment management industry in 2012. Before joining Eaton Vance, he was an executive director and equity analyst at Goldman Sachs Asset Management. He was previously affiliated with PricewaterhouseCoopers. Allen earned a B.Sc. in business administration from the University of Bath and an MBA from the London Business School. He holds the Associate Chartered Accountant (ACA) designation and is a CFA charterholder.
Bradley Powell
Portfolio Manager since 02/01/2025
Bradley is an executive director of Morgan Stanley and a portfolio manager on the Eaton Vance Non-U.S. Small/Mid-Cap team. He is responsible for covering information technology. He joined Eaton Vance in 2022. Morgan Stanley acquired Eaton Vance in March 2021. Bradley began his career in the investment management industry in 2010. Before joining Eaton Vance, he was an equity research analyst at Fidelity Investments. Previously, he was an investment analyst at C.A. Delaney Capital Management. Bradley earned an Honours Bachelor of Commerce with high distinction – specialist: commerce and finance from the University of Toronto Rotman Commerce and an MBA with high honors from the University of Chicago Booth School of Business. He is a CFA charterholder.