Welcome to The Boston Company

Welcome to The Boston Company

At the Boston Company Asset Management, LLC, our main focus is on our clients. We are a global, performance-driven investment management firm with a collaborative, entrepreneurial spirit. We are committed to providing creative investment solutions for our clients, backed by top-notch fundamental and quantitative research. Download our Firm Overview Brochure

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Webcast: Opportunistic Equity Investing in 2014

March 2014

Many investors are wondering whether U.S. equities can continue to climb after 2013's solid run. Although the market might not stage a broad-based rally this year, we are finding compelling opportunities that the consensus is overlooking. In this webcast, David Daglio, lead portfolio manager of The Boston Company's Opportunistic Equity strategies, discusses select macro trends and how they contribute to successful opportunistic investing.
Click here to watch the replay (56:17)

II Award Logo

The Boston Company's Opportunistic Value Team Receives Institutional Investor Award

June 2013

The Mid Cap Opportunistic Value Strategy was awarded 2013 Best Mid-Cap Core Manager by Institutional Investor Magazine

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Inflation Investment Guide: The Advantage of Natural-Resource Equities Allocation

April 2014

For the U.S., the era of easy money is coming to an end and interest rates are poised to move higher. Years of quantitative easing have lulled many investors into complacency about the central bank's actions, but comments from Federal Reserve Chair Janet Yellen suggest a rate hike may be less than a year away, feeding fears of impending inflation. Not surprisingly, investors are contemplating how to hedge their portfolios, instinctively contemplating commodities like oil and gold. But these may not be the most effective tools, according to Portfolio Manager Robin Wehbe, CFA, CMT, who posits that natural-resource equities are a better option for hedging inflation.
Click here to download the paper

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Up in Smoke: Changes Sweep the Tobacco Industry

April 2014

E-cigarettes are growing in popularity, and momentum behind the legalization of marijuana in the U.S. is showing no signs of waning. Both are stirring up controversy – and dramatically changing the landscape of the growth-challenged tobacco industry. David M. Sealy, Senior Research Analyst, explains how established tobacco companies are poised to capitalize on these trends.
Click here to download the paper

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Investment Themes for 2014

March 2014

Once a year, The Boston Company's Small Cap Growth team holds an intensive off-site review of the global investment landscape. The team, led by Todd W. Wakefield, CFA, identifies six distinctive profit themes that they believe will influence the investing climate over the next year or longer.
Click here to download the paper

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