Aaron Dunn

Portfolio Manager-Equities at

Boston Management & Research

Net worth: 83 $ as of 30/06/2026

82 connections

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Consumer Services

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Profile

Mr. Aaron S.
Dunn, CFA MBA, is a Managing Director & Co-Head of Value Team at Eaton Vance Management, a Co-Head of Value Equity & Portfolio Manager at Calvert Research & Management and a Vice President at Boston Management & Research.
He is responsible for buy and sell decisions, portfolio construction and risk management.
Prior to assuming portfolio management responsibilities over Value Franchise strategies in 2017, Mr. Dunn served as a Senior Analyst on the Value Team.
He is a member of the Eaton Vance Equity Strategy Committee.
Mr. Dunn was previously employed as a Senior Equity Analyst by Amundi Pioneer Asset Management, Inc., a Portfolio Manager by United Services Advisors, Inc., and an Equity Analyst by Invesco Advisers, Inc. He received his B.S.
from the University of Arkansas and an MBA from The University of Texas at Austin McCombs School of Business.
He is a CFA charterholder.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
Eaton Vance Tax Advantaged Dividend Income Fund Eaton Vance Tax Advantaged Dividend Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust 0%	16/10/2025	3 ( 0% )	83 $	30/06/2026

Aaron Dunn active positions

Companies	Position	Start
Boston Management & Research Boston Management & Research Investment ManagersFinance BMR offers advisory services in a variety of equity, income, mixed-asset, and alternative strategies. Their investment decisions are based on in-depth fundamental analysis. The firm generally seeks to achieve above-average long-term investment results for clients through an emphasis on equity or debt instruments judged by BMR to have unrecognized value or investment potential.	Portfolio Manager-Equities	-
Calvert Research & Management Calvert Research & Management Investment ManagersFinance Calvert offers an array of actively managed, passively managed, and model-only equity, fixed income and multi-asset strategies that are designed to help clients diversify their portfolios, meet their financial goals and invest responsibly. The firm’s portfolio management team applies an active, relative-value fixed and floating- income investment process based on top-down, macroeconomic analysis combined with bottom-up sector and security selection to identify sectors and issuers.	Portfolio Manager-Equities	-

All active positions of Aaron Dunn

Former positions of Aaron Dunn

Companies	Position	End
Eaton Vance Management Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment.	Analyst-Equity	01/01/2017
Amundi Asset Management US, Inc. Amundi Asset Management US, Inc. Investment ManagersFinance Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals.	Analyst-Equity	01/04/2012
U.S. GLOBAL INVESTORS, INC.	Corporate Officer/Principal	31/12/2003
Invesco Advisers, Inc. Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process.	Analyst-Equity	04/02/2008

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Linked companies

Private companies	8
Amundi Asset Management US, Inc. Amundi Asset Management US, Inc. Investment ManagersFinance Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals.	Finance
Eaton Vance Management Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment.	Finance
Invesco Advisers, Inc. Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process.	Finance
Boston Management & Research Boston Management & Research Investment ManagersFinance BMR offers advisory services in a variety of equity, income, mixed-asset, and alternative strategies. Their investment decisions are based on in-depth fundamental analysis. The firm generally seeks to achieve above-average long-term investment results for clients through an emphasis on equity or debt instruments judged by BMR to have unrecognized value or investment potential.	Finance
U.S. Global Investors, Inc. U.S. Global Investors, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides mutual fund management services	Miscellaneous
The University of Texas at Austin The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Arkansas The University of Arkansas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Calvert Research & Management Calvert Research & Management Investment ManagersFinance Calvert offers an array of actively managed, passively managed, and model-only equity, fixed income and multi-asset strategies that are designed to help clients diversify their portfolios, meet their financial goals and invest responsibly. The firm’s portfolio management team applies an active, relative-value fixed and floating- income investment process based on top-down, macroeconomic analysis combined with bottom-up sector and security selection to identify sectors and issuers.	Finance