Capital Allocators – Inside the Institutional Investment Industry

Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)

Oct 12, 2023

In this engaging conversation, Finny Kuruvilla, Co-Chief Investment Officer at Eventide Asset Management, shares his journey from medicine to finance. He discusses the firm's pioneering values-based investment philosophy, rooted in ethics long before ESG became mainstream. Kuruvilla reveals how Eventide integrates personal values with rigorous investment strategies and the importance of mentorship in navigating complex markets. He also emphasizes the ethical obligations of investors, illustrating how integrity fosters long-term success in business.

56:45

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Episode guests

Finny Kuruvilla

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Episode notes

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Quick takeaways

Eventide Asset Management emphasizes the integration of values with the investment process and the significance of avoiding problematic areas while seeking out value-adding companies.

Finny Kuruvilla highlights the importance of incorporating values beyond traditional financial metrics, aiming for businesses to be agents of provision and contribute to solving major world problems.

Eventide's framework of avoid, embrace, engage emphasizes avoiding investments in areas like tobacco and gambling, seeking value-adding companies, and engaging as shareholders for positive outcomes.

Deep dives

Values-based approach to investing

Finney Coravilla, Co-Chief Investment Officer and healthcare portfolio manager at Eventide Asset Management, discusses the firm's mission-driven, values-based philosophy in investing. He emphasizes the importance of integrating values with the investment process and shares how Eventide's approach predates the popularity of ESG investing. Coravilla highlights the significance of avoiding problematic areas and seeking out companies that add value to stakeholders. He also stresses the role of engagement as shareholders to influence positive outcomes in companies.

Intro

4min

From Medicine to Markets

6min

Navigating Values-Driven Investments

27min

Ethical Investing and Corporate Responsibility

11min

The Value of Time and the Passion for Reading

2min

The Power of Mentorship in Science and Investment

2min

The Power of Depth and Authenticity

4min

This Sponsored Insight features Finny Kuruvilla, the Co-Chief Investment Officer, Founding Member, and healthcare Portfolio Manager at Eventide Asset Management. Eventide is a Boston-based firm that manages $6.8 billion (as of 6/30/2023) and brings a distinct values-based approach to investing across generalist and healthcare strategies.

We discuss Finny’s path to founding Eventide with $100,000 in capital, the firm’s mission-driven, values-based philosophy, which they started long before ESG was a known acronym, integrating values with the investment process, and what success means in the years ahead.

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