E.G. Woods, Cfa Email & Phone Number

Waterbury, Vermont, United States

Eagle VT team manages $1.5B+ AUM in Small and SMID Cap sustainable equity strategies focused on companies with durable franchises. Primary coverage responsibility for Healthcare & Consumer Staples sectors.

New Hampshire

• Worked directly with families and individuals to discover and understand their unique financial challenges and objectives and to provide them with customized risk appropriate solutions.
• Managed client relationships including planning, asset allocation, portfolio construction and liquidity management of tax sensitive, diversified investment portfolios.

Burlington, Vermont Area

• Foundational member of three person Small Cap investment team that managed a $1.2B (5 Star - Morningstar) long only equity mutual fund (SIGWX).
• As member of reconstituted Small Company team, helped reshape the investment process leading to greater investment consistency, messaging clarity and benchmark beating returns with lower than peer group volatility.
• Performed primary due diligence, research and quantitative and qualitative analysis across Consumer, Financial & Real Estate sectors.
• Contributed to +168 bps of annualized benchmark outperformance (Small Company Fund +9.85% vs. Russell 2000 +8.17%) and a top quartile Morningstar ranking during tenure.
• Collaborated with Sentinel Sustainable team contributing “best ideas” for Sustainable Opportunities (ESG) Fund; presented fundamental case(s) for investment, outlined ESG credentials and contributed proxy voting.

Greater New York City Area

• Integral member of five-person investment team comprised of former Gartmore professionals that actively managed Guggenheim Investments Growth Equity strategies.
• Developed comprehensive knowledge of company business models, strategies, earnings drivers, critical milestones, challenges/limitations and industry dynamics through ongoing immersive primary research.
• Built detailed financial models, determined company's earnings power, cash flow potential and whether the stock's current valuation reflected most probable earnings scenarios.
• Generated superior cumulative total returns, reliably exceeding respective benchmarks returns.Cumulative Total Returns* [TABLE] Portfolio -- BenchmarkSmall Cap Consumer Discretionary +293.58% +192.70%Mid Cap Consumer.
• Per Factset, generated positive cumulative portfolio attribution: Small Cap +1,126bps; Mid Cap +682bps*. *Large and Mid Cap attribution/total returns performance 02/19/2008 through 04/25/2013; Small Cap.

Greater Philadelphia Area

Managed consumer discretionary long-short model portfolio for absolute return. Collaborated with a variety of senior portfolio managers conveying best investment ideas and conviction levels specifically tailored to efficiently solve for their disparate needs given their distinct strategy mandates (e.g. value; growth; long-only; long-short) and.

Greater Philadelphia Area

• Worked in partnership with members of a six-person investment team to manage 1838’s domestic equity portfolios.
• Managed all consumer sector idea generation, research and investment actions for Large Cap Core and Mid Cap Core Equity portfolios; quantitative and qualitative research and analysis empowered by consultations and.
• Served as Portfolio Manager/Advisor for various High Net Worth accounts.

Boston, MA

Conducted fundamental equity research for pioneering environmentally sustainable "impact investing" mutual fund and separate accounts.

Mba

B.A., Economics

Education record