Author Archives: Nate Barksdale

  1. Eventide Announces Promotion of Harry Nelson to Chief Operating Officer

    Leave a Comment

    BOSTON, MA (May 7, 2021) – Eventide is pleased to announce the promotion of Harry Nelson to Chief Operating Officer from his current position of Director of Distribution for Eventide. As Chief Operating Officer, he is responsible for leading Eventide’s corporate performance and operations as well as several business development functions, including managing the relationships between Eventide and intermediaries.

    Prior to joining Eventide in 2017, Mr. Nelson was President of GuideStone Capital Management, LLC. Before that, he served in business development roles at GuideStone and Golden Capital Management. He holds the Certified Investment Management Analyst certification administered by Investment Management Consultants Association and taught, in conjunction with the Wharton School of Business, at the University of Pennsylvania. He earned a B.A. in Political Science from The Citadel and a M.A. in Leadership from Dallas Baptist University.

    “Harry has become a cross-departmental leader within the company and has proven his ability to bring strong organization and strategy to the entire team,” said Robin John, CEO of Eventide Asset Management. “It is important to have a dedicated Chief Operating Officer as we continue to grow and seek to serve our clients with excellence. Harry’s passion for our mission, natural leadership skills, industry knowledge, and demonstrable results made him the right choice to assume this role as we enter our next exciting season.”

    Eventide manages seven funds across different asset classes with varying risk and return profiles and uses an approach that seeks to invest in companies that are believed to be successful because they are adding value to society—an approach referred to as Investing that makes the world rejoice®.

    Eventide Funds are managed by Eventide Asset Management, LLC, a Boston-based investment adviser that seeks to provide high performance by investing in companies that create compelling value for their customers, employees, supply chain, host communities, the environment, and society broadly.

    Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing or sending money. This and other important information can be found in the prospectus, which can be obtained at www.eventidefunds.com or by calling 1-877-771-EVEN (3836). Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.

    Fund Contact:
    Sherrie Johnson Smith, 877-771-EVEN (3836)

    4787-NLD-5/6/2021

  2. Eventide Asset Management Honored in Best Midcap Funds Category by Investor’s Business Daily

    Leave a Comment

    BOSTON, MA (March 22, 2021) – Eventide is pleased to announce that it is being honored in the Best Midcap Funds category by Investor’s Business Daily.

    The Eventide Gilead Fund (ETGLX) was selected by Investor’s Business Daily from a universe of 3,368 mutual funds in operation for at least 10 years. Funds named to the list were selected because they beat the broad market and surpassed benchmarks over the last one-, three-, five-, and 10-year periods. 

    “We are grateful to receive this industry recognition,” said Robin John, CEO of Eventide Asset Management. “An award like this is a testament to our team and our commitment to our mission and purpose as a firm.”

    Eventide manages seven funds across different asset classes with varying risk and return profiles. They use an approach that seeks to invest in companies that they believe will be successful because they are adding value to society—an approach they refer to as Investing that makes the world rejoice®

    Eventide’s Director of Investment Research, Dolores Bamford, had this to say in response to receiving the award: “Being recognized by Investor’s Business Daily in the Best Midcap Fund category is an honor.” She went on to say, Our team relentlessly pursues creating value for society through the way we allocate capital. Each of our funds reflects this common goal.”

    Eventide Funds are managed by Eventide Asset Management, LLC, a Boston-based investment adviser that seeks to provide high performance by investing in companies that create compelling value for their customers, employees, supply chain, host communities, the environment, and society broadly.

    There is no guarantee that the Fund will meet its objectives.

    Mutual funds involve risk including the possible loss of principal. Past performance does not guarantee future results.

    Investor’s Business Daily Methodology: Funds named to the prestigious list were selected because they beat the broad market and surpassed benchmarks over the last one-, three-, five-, and 10-year periods, a significant accomplishment for any fund. 

    This year’s winners were drawn from a universe of 3,368 mutual funds in operation for at least 10 years. IBD’s data-driven list showcases a variety of top-performing mutual funds across the major categories that investors consider for broad market exposure or more narrow objectives. The 2021 list spans the same 13 categories as 2020. These include the six subcategories of U.S. Diversified Stock Funds: Growth Funds, Blend Funds, Value Funds, Large-Cap Funds, Mid-Cap Funds, and Small-Cap Funds.

    Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing or sending money. This and other important information can be found in the prospectus, which can be obtained at www.eventidefunds.com or by calling 1-877-771-EVEN (3836). Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.

    Fund Contact:
    Harry Nelson 877-771-EVEN (3836)

    4513-NLD-3/22/2021

  3. Eventide Asset Management Wins Two 2021 Refinitiv Lipper Fund Awards

    Leave a Comment

    BOSTON, MA (March 11, 2021) – Eventide is pleased to announce that it is being honored with two 2021 Refinitiv Lipper Fund Awards in the United States.

    The following two Eventide Funds are being recognized for their consistently strong, risk-adjusted performance relative to their peers over the given time frames:

    • Eventide Healthcare & Life Sciences Fund (ETIHX), Best Health/Biotechnology Fund Over 3 Years.
    • Eventide Gilead Fund (ETILX), Best Mid-Cap Growth Fund Over 10 Years.

    “This award is a testament to our emphasis on pursuing excellence while staying true to our purpose of loving our neighbors through the way we invest,” said Robin John, CEO of Eventide Asset Management. “During a year marked with uncertainty, our team has remained resilient and persistent in seeking to provide excellent service for our clients.”

    For more than 30 years, Refinitiv Lipper Fund Awards have sought to reflect a truly independent and uncompromised assessment of performance. Lipper uses independent fund data and a proprietary methodology that balances consistency and flexibility to adapt to an ever-changing universe of funds. Receiving a Refinitiv Lipper Fund Award is indeed an honor for an investment firm.

    Eventide manages seven funds across different asset classes with varying risk and return profiles. They use an approach that seeks to invest in companies that they believe will be successful because they are adding value to society—an approach they refer to as Investing that makes the world rejoice®

    Eventide CIO Dr. Finny Kuruvilla had this to say in response to receiving the award: “The driver of our success in achieving a Refinitiv Lipper Fund Award is our steady adherence to our core purpose as a firm, namely, to love our neighbors through the way we invest. Our neighbors are our team, our clients, the companies we invest in, and the people those companies affect.” He went on to say, When we invest in a company, we consider the value it adds to society by meeting an important human need, and we believe this value helps to drive demand for the company to succeed.”

    Eventide Funds are managed by Eventide Asset Management, LLC, a Boston-based investment adviser that seeks to provide high performance by investing in companies that create compelling value for their customers, employees, supply chain, host communities, the environment, and society broadly.

    The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

    There is no guarantee that the Fund will meet its objectives.

    Mutual funds involve risk including the possible loss of principal. Past performance does not guarantee future results.

    Awards methodology: The merit of the winners is based on objective, quantitative criteria. The influential and prestigious Refinitiv Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on Refinitiv Lipper’s proven proprietary methodology.

    Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the prospectus, which can be obtained at www.eventidefunds.com or by calling 1-877-771-EVEN (3836). Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.

    Fund Contact:
    Harry Nelson 877-771-EVEN (3836)

    4447-NLD-3/2/2021

     

  4. Eventide’s Business Continuity Plan

    Leave a Comment

    You are seeing this message as part of a regularly scheduled test.

    Eventide Asset Management, LLC has developed a business continuity plan addressing how we will respond to events that significantly disrupt our business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption. Significant business disruptions can vary in their scope, from impacting one of our locations to having an impact on multiple locations. Within each of these locations, the severity of the disruption can also vary from minimal to severe. In a disruption to only one location, we plan to transfer our operations to a different location when needed and expect to recover and resume business within a few hours. In a disruption affecting a specific region, we plan to transfer our operations to a site outside of the affected area, and recover and resume business within a couple of hours. In either situation, we plan to continue business operations and provide necessary updates through this website.

    If you have questions about our business continuity planning, you can contact us at info@eventidefunds.com

Mutual funds involve risk including the possible loss of principal. Past performance does not guarantee future results. The Funds’ ethical values screening criteria could cause them to under-perform similar funds that do not have such screening criteria.

Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the prospectus, which can be obtained at https://www.eventidefunds.com/prospectus or by calling 1-877-771-EVEN (3836). Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.

4787-NLD-5/6/2021