Strategies

The Boston Company offers a wide range of research-driven equity strategies, from long-only approaches with a value, growth or core style, to long/short alternative equity products.

  • Our lineup of traditional relative-return strategies delivers a diversified, fully invested portfolio with a high degree of style purity relative to their benchmark. 
  • We also offer benchmark-agnostic strategies, which have fewer portfolio-construction constraints and seek to add value through security selection and asset allocation. 
  • Our alternative strategies offer both risk-reducing and return-enhancing long/short equity approaches, managed with varying degrees of risk, return expectations, volatility and leverage. 

Many of these strategies also have geographic specialization, such as global, U.S., developed or emerging markets, and some focus specifically on income. Please click on any strategy below for more details.

Dynamic Large Cap Value

LEARN MORE>>
BENCHMARK
Russell 1000 Value Index
INCEPTION DATE
January 1994

Equity Income

LEARN MORE>>
BENCHMARK
S&P 500 Value Index
INCEPTION DATE
May 1998

Focused Large Cap Growth Equity

LEARN MORE>>
BENCHMARK
Russell 1000 Growth Index
INCEPTION DATE
April 2014

Income Stock

LEARN MORE>>
BENCHMARK
S&P 500 Index
INCEPTION DATE
April 2011

Technology Sector Equity

LEARN MORE>>
BENCHMARK
Morgan Stanley High Tech 35 Index
INCEPTION DATE
December 2007

US All Cap Opportunistic Equity

LEARN MORE>>
BENCHMARK
Russell 3000 Index
INCEPTION DATE
January 2012

US Large Cap Core Equity

LEARN MORE>>
BENCHMARK
S&P 500 Index
INCEPTION DATE
January 1994

US Large Cap Equity

LEARN MORE>>
BENCHMARK
S&P 500 Index
INCEPTION DATE
December 2008

US Large Cap Growth Equity

LEARN MORE>>
BENCHMARK
Russell 1000 Growth Index
INCEPTION DATE
July 2005

US Mid Cap Growth Equity

LEARN MORE>>
BENCHMARK
Russell Midcap Growth Index
INCEPTION DATE
April 2010

US Mid Cap Opportunistic Value Equity

LEARN MORE>>
BENCHMARK
Russell Midcap Index
INCEPTION DATE
January 1994

US Small Cap Growth Equity

LEARN MORE>>
BENCHMARK
Russell 2000 Growth Index
INCEPTION DATE
June 2001

US Small Cap Opportunistic Value Equity

LEARN MORE>>
BENCHMARK
Russell 2000 Index
INCEPTION DATE
January 1994

US Small Cap Value Equity

LEARN MORE>>
BENCHMARK
Russell 2000 Value Index
INCEPTION DATE
February 1999

US Small Mid Cap Growth Equity

LEARN MORE>>
BENCHMARK
Russell 2500 Growth Index
INCEPTION DATE
April 2003

US Small Mid Cap Opportunistic Value Equity

LEARN MORE>>
BENCHMARK
Russell 2500 Index
INCEPTION DATE
October 1996

US Small Mid Cap Value Equity

LEARN MORE>>
BENCHMARK
Russell 2500 Value Index
INCEPTION DATE
September 2005

Emerging Markets Equity

LEARN MORE>>
BENCHMARK
MSCI EM Index
INCEPTION DATE
August 2005

Emerging Markets Value Equity

LEARN MORE>>
BENCHMARK
MSCI EM Index
INCEPTION DATE
July 1995

Global Infrastructure Dividend Focus Equity

LEARN MORE>>
BENCHMARK
S&P Global Infrastructure (USD) Hedged Index (Net)
INCEPTION DATE
August 2011

Global Natural Resources Equity

LEARN MORE>>
BENCHMARK
S&P Global Natural Resources Index
INCEPTION DATE
July 2008

International Equity

LEARN MORE>>
BENCHMARK
MSCI EAFE Index
INCEPTION DATE
January 1997

International Small Cap Equity

LEARN MORE>>
BENCHMARK
S&P Developed ex US Small Cap Index
INCEPTION DATE
January 1996

Research Emerging Markets Equity

LEARN MORE>>
BENCHMARK
MSCI EM Index
INCEPTION DATE
March 2014

Equity Income

LEARN MORE>>
BENCHMARK
S&P 500 Value Index
INCEPTION DATE
May 1998

Global Infrastructure Dividend Focus Equity

LEARN MORE>>
BENCHMARK
S&P Global Infrastructure (USD) Hedged Index (Net)
INCEPTION DATE
August 2011

Income Stock

LEARN MORE>>
BENCHMARK
S&P 500 Index
INCEPTION DATE
April 2011

Opportunistic Alpha

LEARN MORE>>
BENCHMARK
Citigroup 3-Month Treasury Bill Index
INCEPTION DATE
July 2008

Opportunistic Appreciation

LEARN MORE>>
BENCHMARK
n/a
INCEPTION DATE
June 2015

Opportunistic Investor

LEARN MORE>>
BENCHMARK
S&P 500 Index
INCEPTION DATE
April 2015