If you looked at the individual companies you are investing in through your retirement account or in your brokerage account, would you feel proud to own them? This problem sparked Eventide co-founders Dr. Finny Kuruvilla and Robin John to start an investment firm. In this episode, Invest by Design host Shaun Morgan interviews Eventide CEO Robin John. They explore:

• How do mutual funds work?
• How can someone’s Christian faith influence how they invest?
• What is the intrinsic value of business?
• What is the purpose of investing?
• Can a values-based or faith-based approach to investing be successful?

Notes & Links:

1.  Accessed on June 5, 2023. Daly, L. (2023, June 2). How many Americans own stock? About 150 million–But the Wealthiest 1% Own More Than Half. The Motley Fool. https://www.fool.com/research/how-many-americans-own-stock/
2. Eventide Asset Management, LLC. (2013, October 21). Eventide gilead fund ranked Best Performing Mutual Fund by the New York Times for the five-year period ending September 30, 2013 based on Total Returns. GlobeNewswire News Room. https://www.globenewswire.com/en/news-release/2013/10/21/1074464/0/en/Eventide-Gilead-Fund-Ranked-Best-Performing-Mutual-Fund-by-The-New-York-Times-for-the-Five-Year-Period-Ending-September-30-2013-Based-on-Total-Returns.html
3. Accessed on June 5, 2023. The New York Times. (2013, October 5). Mutual funds. The New York Times. https://archive.nytimes.com/www.nytimes.com/interactive/2013/10/06/business/mutfund/Mutual-Funds.html

This podcast is for informational purposes only and expresses the views of the speaker and do not necessarily represent the views of Eventide Asset Management, LLC (“Eventide”), an investment adviser. This does not constitute individual investment advice nor is it a recommendation or offer to purchase, sell or a solicitation to deal in any security or financial product. Eventide's values-based approach to investing may not produce desired results and could result in underperformance compared with other investments. There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses. Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance. Mutual fund investors should consider information contained in the prospectus including investment objectives, risks, charges, and expenses. On any discussion of particular companies are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Eventide clients and investors may maintain positions in the companies discussed in this podcast. Eventide uses the trademark ("Investing that makes the world rejoice®") in a figurative manner to help explain its focus on serving investors by helping them improve the world. Reference to Eventide’s Business 360® approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s overall research process. Third-party sources have not been independently verified, nor is Eventide affiliated with any third-parties referenced, unless otherwise noted. Eventide has not independently verified the accuracy or completeness of third-party information. There can be no assurances that the information is accurate or complete. The information is subject to change without notice. Eventide does not provide tax, accounting, or legal advice.