Fund Inception | 08/24/1987 |
Name of Issuer | Calvert Research and Management |
Fund Advisor(s) | Calvert Research and Management |
Sub-Advisor(s) | Atlanta Capital Management Company,LLC |
Fund Managers for CSIEX
Joseph Hudepohl
Portfolio Manager since 06/16/2015
Joseph Hudepohl is a managing director and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2015.
Joe began his career in the investment management industry in 1997. Prior to joining Atlanta Capital, he was affiliated with Logan Circle Partners LP, a division of Fortress Investment Group LLC, as a portfolio manager and with Goldman Sachs Asset Management in Tampa, Florida.
Joe earned a B.A. in economics from Stanford University. He is a former member of the U.S. National Swim Team and a three-time Olympic medalist. Joe is a CFA charterholder.
Jeffrey Miller
Portfolio Manager since 06/16/2015
Jeff A. Miller, CFA is a Vice President and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Calvert Equity portfolios.
Prior to joining the firm in 2014, Mr. Miller was a Research Analyst at Crawford Investment Counsel and had been with the firm since 2011. Mr. Miller was responsible for equity research and served on the Equity Investment Team. Prior to joining Crawford Investment Counsel, Mr. Miller was a Senior Vice President, member of the Investment Policy Committee and Global Technology Analyst for Institutional Capital (ICAP).
Mr. Miller is a graduate of Southern Methodist University where he earned a Bachelor of Business Administration in Finance. He obtained his MBA from Loyola University Chicago and holds the Chartered Financial Analyst designation. Additionally, Mr. Miller holds the Fundamentals of Sustainability Accounting (FSA) Credential issued by the Sustainability Accounting Standards Board (SASB).
Lance Garrison
Portfolio Manager since 06/16/2015
Lance Garrison is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2007.
Lance began his career in the investment management industry in 2000. Prior to joining Atlanta Capital, he worked at Standard & Poor's Corporate Value Consulting and Wellington Management Company.
Lance earned a B.S. from the University of Florida and an MBA from Northwestern University. He is a CFA charterholder and a Chartered SRI Counselor. Lance holds the Fundamentals of Sustainability Accounting (FSA) credential and is a subject matter expert with the Sustainability Accounting Standards Board (SASB). Additionally, he serves on the SASB Standards Advisory Group advising on matters of implementation and emerging issues that should be considered in the standards development process.
Robert Walton
Portfolio Manager since 06/16/2015
Robert Walton is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 1999.
Rob began his career in the investment management industry in 1994. Prior to joining Atlanta Capital, he was an equity research analyst at The Robinson-Humphrey Company, where he was responsible for the insurance and industrial growth industries.
Rob earned a B.A. with a dual concentration in economics and political science from Colgate University and an MBA from Emory University. He is a CFA charterholder. Rob holds the Fundamentals of Sustainability Accounting (FSA) credential issued by the Sustainability Accounting Standards Board (SASB).