Strategies

Our Investment Philosophy

Research is at the heart of every investment process and decision made by our portfolio teams. Their investment decisions are fueled by intensive debate, painstaking quantitative and fundamental research and the knowledge gained through decades of experience. All of our investment professionals have equal access to the analytical thought that is the hallmark of our firm. We pride ourselves on providing high-quality investment solutions for our clients.

Capabilities

The Boston Company offers both traditional and alternative equity investment products, encompassing a wide array of U.S., non-U.S. and global strategies.

Click the links below to learn more about our products:

US

Large Cap
Dynamic Large Cap Value
Equity Income
Large Cap Core
Large Cap Core 130/30
Large Cap Growth 
Mid Cap
Mid Cap Growth
Mid Cap Opportunistic 
Small/Mid Cap
Small Mid Cap Growth
Small Mid Cap Opportunistic
Small Mid Cap Value 
Small Cap
Small Cap Growth
Small Cap Opportunistic
Small Cap Value

Non-US and Global

Global
Global Core
Global Small Cap
Developed Markets
ACWI ex-US Value
International Core
International Small Cap
Non-US Value
Emerging Markets
Emerging Markets Core
Emerging Markets Small Cap
Emerging Markets Value

Specialty

Concentrated Portfolios
Market Neutral
Region/Country Specific
Sector Specific
US All Cap
Custom Client Solutions

Alternatives

The Boston Company has a long tenure in long/short equity investing, with over 18 years in Equity Market Neutral. Our long/short equity platform continues to evolve, building on this foundation coupled with the strength and experience of our investment teams. Our large equity asset base provides abundant access to company management teams and other resources, and our strategies are empowered with extensive research talent. With our Institutional quality risk management, operations and relationship management, we are well positioned for the changing hedge fund landscape.

The Boston Company currently offers several long/short equity strategies. For more information or to discuss our alternative equity capabilities, please contact John Havens, Director of Sales & Relationship Management, at 617 722 7031.

Strategies