Scott Wennerholm - Eaton Vance Independent Trustee

EVT Fund

USD 25.54 0.17 0.67%

Scott Wennerholm is Fund Manager at Eaton Vance Tax

Mr. Scott E. Wennerholm is an Independent Trustee of Eaton Vance TaxAdvantaged Dividend Income Fund. Mr. Wennerholm has served as a member of the Eaton Vance Fund Boards since September 1, 2016. He has over 30 years of experience in the financial services industry in various leadership and executive roles. Mr. Wennerholm served as Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management from 20052011. He also served as Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management from 19972004 and was a Vice President at Fidelity Investments Institutional Services from 19941997. Mr. Wennerholm currently serves as a Trustee at Wheelock College, a postsecondary institution.

Age	62
Tenure	8 years
Phone	617-482-8260
Web	https://funds.eatonvance.com/Tax-Advantaged-Dividend-Income-Fund-EVT.php

Scott Wennerholm Latest Insider Activity

Tracking and analyzing the buying and selling activities of Scott Wennerholm against Eaton Vance fund is an integral part of due diligence when investing in Eaton Vance. Scott Wennerholm insider activity provides valuable insight into whether Eaton Vance is net buyers or sellers over its current business cycle. Note, Eaton Vance insiders must abide by specific rules, including filing SEC forms every time they buy or sell Eaton Vance'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.

Scott Wennerholm few days ago

Insider Trading

Eaton Vance Management Performance (%)

The company has Return on Asset of 1.25 % which means that on every $100 spent on assets, it made $1.25 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (1.33) %, meaning that it generated no profit with money invested by stockholders. Eaton Vance's management efficiency ratios could be used to measure how well Eaton Vance manages its routine affairs as well as how well it operates its assets and liabilities.

Compare Eaton Vance to Peers

Manager Performance

Eaton Vance Tax has 447 M in debt with debt to equity (D/E) ratio of 0.24, which may show that the company is not taking advantage of profits from borrowing. Eaton Vance Tax has a current ratio of 1.12, demonstrating that it is not liquid enough and may have problems paying out its financial commitments when the payables are due. Debt can assist Eaton Vance until it has trouble settling it off, either with new capital or with free cash flow. So, Eaton Vance's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Eaton Vance Tax sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Eaton to invest in growth at high rates of return. When we think about Eaton Vance's use of debt, we should always consider it together with cash and equity.

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Eaton Vance Tax-Advantaged Dividend Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. Eaton Vance Tax-Advantaged Dividend Income Fund was formed on September 30, 2003 and is domiciled in the United States. Eaton Vance is traded on New York Stock Exchange in the United States. The fund is not classified under any group at the present time.

Management Performance

	Return On Equity	-1.33
	Return On Asset	1.25

Eaton Vance Tax Leadership Team

Elected by the shareholders, the Eaton Vance's board of directors comprises two types of representatives: Eaton Vance inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Eaton. The board's role is to monitor Eaton Vance's management team and ensure that shareholders' interests are well served. Eaton Vance's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Eaton Vance's outside directors are responsible for providing unbiased perspectives on the board's policies.

	William Park, Independent Chairman of the Board of Trustee
	James Kirchner, Treasurer
	Mark Fetting, Independent Trustee
	Maureen Gemma, Vice President, Secretary, Chief Legal Officer
	Richard Froio, Chief Compliance Officer
	Valerie Mosley, Independent Trustee
	Susan Sutherland, Independent Trustee
	Thomas Faust, Trustee
	Edward Perkin, President
	Helen Peters, Independent Trustee
	Marcus Smith, Independent Trustee
	Cynthia Frost, independent Trustee
	Deidre Walsh, Vice President
	Keith Quinton, Independent Trustee
	George Gorman, Independent Trustee
	Scott Wennerholm, Independent Trustee

Eaton Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Eaton Vance a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

	Return On Equity	-1.33
	Return On Asset	1.25
	Profit Margin	(36.82) %
	Operating Margin	68.41 %
	Current Valuation	2.2 B
	Shares Outstanding	73.65 M
	Shares Owned By Institutions	13.81 %
	Number Of Shares Shorted	55.73 K
	Price To Earning	2.38 X
	Price To Book	1.15 X

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Other Information on Investing in Eaton Fund

Eaton Vance financial ratios help investors to determine whether Eaton Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.

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