Invest by Design

Eventide Asset Management
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Invest by Design is a podcast that leverages the expertise of an investment adviser to simplify the complex inner workings of markets, industries, businesses, and their profound impact on people.Invest by Design is produced by Eventide Asset Management (“Eventide”), an investment adviser that seeks to invest in companies that we believe are creating compelling value for the global common good. 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.

Episodes

  1. Large Language Models: Weighing the Risks of AI ft. Finny Kuruvilla, MD, PhD

    08/10/2023

    Large Language Models: Weighing the Risks of AI ft. Finny Kuruvilla, MD, PhD

    Artificial Intelligence is developing rapidly, and for many of us, we struggle to understand how it works. In this episode, Dr. Finny Kuruvilla, Eventide’s Co-CIO, explains in simple terms how one form of artificial intelligence, the Large Language Model, works along with its ethical risks and investing implications. In this episode, you will learn: What is artificial intelligence?What are large language models?How do large language models work?What are the ethical challenges of large language models?What are the investing implications of artificial intelligence and large language models?Follow Eventide on LinkedIn,  Subscribe to our Insights, and learn about our approach at eventideinvestments.com.  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.

    29 min
  2. Medical Innovations Need Science and Capital ft. Kyle Rasbach, PhD, PharmD and Blake Schwarz, DMin

    07/13/2023

    Medical Innovations Need Science and Capital ft. Kyle Rasbach, PhD, PharmD and Blake Schwarz, DMin

    In this episode, Shaun Morgan interviews Dr. Kyle Rasbach to discuss how a background in science and medicine can give investors a distinct advantage when investing in biotechnology companies. We also hear a personal story of the dramatic impact that investing has on real lives. Follow Eventide on LinkedIn,  Subscribe to our Insights, and learn about our approach at eventideinvestments.com.  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.

    17 min
  3. The Company Behind the Stock Price ft. Dolores Bamford

    06/27/2023

    The Company Behind the Stock Price ft. Dolores Bamford

    How do you decide if a stock will be a good investment? There are many beliefs about how to answer this question. Dolores Bamford, Co-CIO and Senior Portfolio Manager at Eventide, believes there are powerful intangible qualities of a business that can give an investor a unique perspective when evaluating a stock. In this episode, we discuss: How different investors analyze stocksTangible vs intangible assetsThe importance of a quality management teamWhat does the term "value investing" mean?Reese, John. “Peter Lynch Detailed Fundamental Analysis - OC.” Nasdaq. June 12, 2023. https://www.nasdaq.com/articles/peter-lynch-detailed-fundamental-analysis-oc. Ocean Tomo. “Intangible Asset Market Value Study.” Accessed June 14, 23. https://oceantomo.com/intangible-asset-market-value-study. Edmans, Alex. Grow the Pie, 122. New York: Cambridge University Press, 2022. Kindle Edition. Follow Eventide on LinkedIn,  Subscribe to our Insights, and learn about our approach at eventideinvestments.com.  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.

    27 min
  4. When Faith and Investing Collide ft. Robin John

    06/09/2023

    When Faith and Investing Collide ft. Robin John

    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:  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/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.htmlAccessed 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.htmlThis 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.

    26 min
  • 4 Episodes

5
out of 5
23 Ratings

About

Invest by Design is a podcast that leverages the expertise of an investment adviser to simplify the complex inner workings of markets, industries, businesses, and their profound impact on people.Invest by Design is produced by Eventide Asset Management (“Eventide”), an investment adviser that seeks to invest in companies that we believe are creating compelling value for the global common good. 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.

Information

  • Creator
    Eventide Asset Management
  • Years Active
    2K
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © 2026 Invest by Design
  • Show Website
    Invest by Design