VC  Calvert Funds

http://www.calvert.com/





     Office Locations:

330 W. 9th Street
Kansas City, MO 64105
Phone: 800-368-2748

 

Stages:

  • Early


 

Industries:

  • Education & Training
  • Energy & Clean Tech
  • Food & Agriculture
  • Life Sciences & Healthcare
  • Real Estate & Construction

  •  

    Description:

    The Calvert Balanced and Equity portfolios, along with the Calvert International Equity Fund, Calvert International Opportunities Fund, Calvert Capital Accumulation Fund, Calvert Large Cap Growth Fund, Calvert Large Cap Value Fund, Calvert Social Index Fund, Calvert Global Alternative Energy Fund, and Calvert Global Water Fund, may choose to allocate a small portion of the assets for early, direct investments in companies run by visionary entrepreneurs who have identified profitable ways of addressing society's needs. The Calvert Special Equities Program invests in higher-risk, socially and environmentally responsible enterprises. These companies provide market-based solutions to some of the more difficult social, environmental, and health problems facing society today. We hope these long-term venture capital investments will generate a greater return not only for our investors but for future generations as well. Since 1992, Calvert has invested in many young enterprises through this unique venture capital program. The Special Equities' portfolio holdings are subject to change at any time based on the decisions of portfolio management.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Anthony Eames Vice President
    Erica Lasdon Vice President
    Hope Brown Vice President and CCO
    John Streur President and CEO
    Stu Dalheim Vice President

     

    Portfolio companies include:

     

    Recent News: