Thumbnail - Jim Lydotes

Webcast Replay - The Road Ahead: An Equity Investor’s Take on Rates

October 2014

The "smart money" has been betting that rates are going higher in a hurry. However, Portfolio Manager Jim Lydotes argues that the market has grossly misjudged the rate at which this will happen. Listen to Jim poke holes in some of the most popular bullish economic indicators, point out real obstacles to Fed rate hikes, and pinpoint when a rise in rates could finally play out.
Click here to watch the replay of this 30-minute webcast

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Liquid Alternatives

July 2014

Portfolio Manager Matt Griffin recently participated in an asset.tv panel on Liquid Alternatives, where he discussed topics such as the potential benefits for investors and risk management.
Watch a highlights reel of his appearance here (6:17)
Watch the full program here (50:52)

 

For more information on our liquid alternative offering, the Dreyfus Research Long/Short Equity Fund, please visit Dreyfus.com.

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

Thumbnail - From Bricks to Clicks: A Retail Evolution

From Bricks to Clicks: A Retail Evolution

October 2014

Traditional retailers are stepping up their e-commerce efforts, in part by investing in better online systems and distribution networks, to make shopping more convenient for their consumers. However, they're also benefiting from technological innovation. In this paper, Leigh N. Todd, CFA, senior retail analyst at The Boston Company, outlines the ways in which the Web has changed the retail landscape.
Click here to download the paper

Thumbnail - Third-Quarter Earnings Season: Checking the Rear-View Mirror and Looking Through the Windshield

Third-Quarter Earnings Season: Checking the Rear-View Mirror and Looking Through the Windshield

October 2014

Profit and revenue forecasts are an important fundamental gauge of a company's health and future prospects, and many of them are issued during quarterly earnings season. In this paper, Brian C. Ferguson, senior portfolio manager at The Boston Company, evaluates the lessons learned from the previous period and details his expectations for the next one, identifying three themes that will likely emerge in third-quarter reports.
Click here to download the paper

Thumbnail - A Blueprint for Investing in Infrastructure Themes

A Blueprint for Investing in Infrastructure Themes

September 2014

After years of neglect stemming from government austerity and inattention, the world's infrastructure is in dire need of an upgrade. With roads and bridges requiring repair and transit routes ripe for expansion, some investors are constructing portfolios to profit from these global needs. James A. Lydotes, CFA, portfolio manager of The Boston Company's Global Infrastructure Dividend Focus Equity strategy, Jason Gibson and Brock Campbell, CFA, analysts on The Boston Company's Global Research team, outline some potential ways to get in on the ground floor.
Click here to download the paper

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