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.
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Finny's Mother's Investing
Finny Kuruvilla's mother, an immigrant, worked her way up at Bank of America.
She taught him about compounding by investing and eventually affording a house down payment.
question_answer ANECDOTE
Medical School to Investing
While in medical school, Finny Kuruvilla was inspired by Peter Lynch's books to invest in healthcare.
He combined his medical knowledge with business principles, sparking a passion for investing.
insights INSIGHT
From Medicine to Biotech
Finny Kuruvilla realized medical practice became repetitive after extensive training.
He wanted to impact healthcare more broadly, recognizing biotech's greater potential compared to treating individual patients.
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Getting Things Done (GTD) is a personal productivity system developed by David Allen. The book provides a detailed methodology for managing tasks, projects, and information, emphasizing the importance of capturing all tasks and ideas, clarifying their meaning, organizing them into actionable lists, reviewing the system regularly, and engaging in the tasks. The GTD method is designed to reduce stress and increase productivity by externalizing tasks and using a trusted system to manage them. The book is divided into three parts, covering the overview of the system, its implementation, and the deeper benefits of integrating GTD into one's work and life[2][3][5].
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.
This information is for use with concurrent or prior delivery of a fund prospectus, which can be obtained at https://www.eventidefunds.com/prospectus or by calling 1-877-771-EVEN (3836). Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.
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