Calvert for Financial Advisors

Calvert for Financial Advisors

Listen to the replay: 2015 Outlook for the Calvert Global Water Fund

Replay of the 2015 Outlook for the Calvert Global Water Fund

Listen to the replay.  Gain fresh thinking to share with your clients:
Replay dial-in : (855) 859-2056 or (404) 537-3406 or (800) 585-8367
Conference ID: 73375111
Password: 31833

In case you missed it.....Learn more about how:

  • The five "indisputable" drivers that underpin the Water investment thesis remain even more true today than they were five years ago (lack of supply, increased demand, massive infrastructure spend, improved government support, increase in technology).
  • The portfolio manager remains highly confident in the investment process and the positioning of the current portfolio. The current upside/downside asymmetry looks very positive currently.
  • Valuations look as good as they have over the last 10 years, as many companies have been punished unfairly in the energy and currency related sell-off.
  • The portfolio manager believes that the earnings outlook for certain holdings in the portfolio looks strong heading into 2015, with mid-teens earnings potentially achievable.

Featured Speaker:

Matthew Sheldon, Portfolio Manager, Calvert Global Water FundMatthew Sheldon, Portfolio Manager, Calvert Global Water Fund
Portfolio Manager,
Environmental Strategies
KBI, Ltd.

Click here to learn more about the Calvert Global Water Fund

Investing in mutual funds involves risk, including possible loss of principal invested. Calvert Global Water Fund is subject to the risk that stocks that comprise the water-related sector may fall in value. The water industry can be significantly affected by a number of factors, including availability of water, the level of rainfall, water consumption, price and supply fluctuations, and government regulations and policies. Foreign investments involve greater risks than U.S. investments, including political and economic risks and the risk of currency fluctuations.




As of  December 31, 2014, Calvert Global Water Fund holdings included what is listed in the table below. Calvert may or may not still invest in, and is not recommending any action on, any companies listed.

Name Ticker Portfolio Weighting %
Advanced Drainage Systems Inc WMS 2.84
Aegion Corp Class A AEGN 2.17
Amiad Water Systems Ltd AFS 0.34
Arcadis NV ARCAD 1.72
Calgon Carbon Corp CCC 4.71
Capstone Infrastructure Corp CSE 2.12
Danaher Corp DHR 2.61
EnerCare Inc ECI 5.15
Flowserve Corp FLS 4.47
HD Supply Holdings Inc HDS 6.66
Mueller Water Products, Inc. MWA 1.55
Nuverra Environmental Solutions Inc NES 0.51
Pentair PLC PNR 5.16
PICO Holdings Inc PICO 2.92
Pure Technologies Ltd PUR 2.10
Rexnord Corp RXN 4.93
SPX Corp SPW 1.56
Sulzer AG SUN 2.71
Tetra Tech Inc TTEK 3.29
Wolseley PLC WOS 3.80
Xylem Inc XYL 1.31



Fund Commentary & Market Outlook

For additional share classes, please visit our Web site for institutional investors.

Calvert News & Special Reports

G001 (7/13)

Contact the sales team

Our sales team is available at 800.368.2750.

Referral IQ:

Referral IQ: A new program to help advisors generate more and better referrals

Recognizing that different personality types react differently to referral requests, the program provides advisors with a powerful new profiling tool that offers them insights into their clients' personalities.

The program helps advisors:

- Identify their clients' personality type;
- Clarify their clients' financial orientation;
- Understand the best way to ask a client for a referral;
- Pinpoint the kind of referral help they should request from that client.

Get started now
(Financial professional login might be required)

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

This site intended for citizens and permanent residents of the United States of America.