Fundamental Equity Strategies

High-Conviction Equity Investing

BCAM offers equity investment strategies across U.S., Developed International, and Emerging Markets. Our active approach incorporates proprietary, fundamental financial and sustainability research to build high-conviction, high-quality portfolios. Vehicle options include separate accounts, commingled funds, Model/ADR, and mutual funds.

At Boston Common, we believe there are a limited number of excellent companies to invest in. Identifying those companies requires deep research and proprietary analysis. Over more than two decades, we have developed global industry expertise and a disciplined process that balances quality, risk, and diversification across valuations, sectors, & regions.

19

Investment Professionals

11

CFA Charterholders

23

avg. years of experience

Numbers as of June 30, 2026

Investment Process

Targeted Research Approach

We focus research + engagement where portfolio needs, company fundamentals, and material risks intersect.

Focus List

We build the focus list through fundamental research, informed by BCAM’s Socially Responsible Investment Framework.

Buy/Sell Discipline

We seek high-quality companies supported by strong fundamentals, valuation discipline, and clear eligibility boundaries.

collaborative process

Structured meetings integrate portfolio management, analyst research, and sustainability expertise, and eligibility review.

Responsible Investment Framework

Sound investment judgment considers not only financial statements and competitive position but also how a company’s products, operations, conduct, and governance may create durable value—or expose investors to avoidable risk that may be incompatible with long-term investment objectives or progressive social values.

BCAM recognizes that no company is perfect. Strategies managed under this approach combine investment judgment with clear boundaries. Principles guide our assessment of complex cases, while rules determine a company’s eligibility for portfolios governed by this Framework.

For BCAM fundamental strategies, socially responsible investing combines analysis of material investment risks with clear boundaries grounded in progressive social values.

We seek to understand both, draw the lines plainly, and apply them consistently.

Fundamental Equity Strategies

U.S. Value

Benchmark: Russell 1000 Value

Inception: 12/31/2002

Vehicles: Separate Accounts, Model Delivery

U.S. Large-cap Core

Benchmark: S&P 500

Inception: 12/31/2002

Vehicles: Separate Accounts, Model Delivery, Mutual Fund

Emerging Markets

Benchmark: MSCI Emerging Markets

Inception: 12/31/2012

Vehicles: Separate Accounts, Commingled Fund, Mutual Fund

all country international

Benchmark: MSCI ACWIxUS

Inception: 12/31/2010

Vehicles: Separate Accounts, Commingled Fund, Model Delivery

Developed International

Benchmark: MSCI EAFE

Inception: 12/31/2004

Vehicles: Separate Accounts, Commingled Fund, Model Delivery, Mutual Fund

Global

Benchmark: MSCI ACWI

Inception: 12/31/2008

Vehicles: Separate Accounts, Model Delivery

Latest Insights

Investment Perspectives

AI Leadership, Human Dignity, and Durable Prosperity

We believe AI can and should drive productivity, scientific progress, advances in security, and generate attractive long-term returns for our clients. That requires both confidence in the conditions under which risks can be taken and the room for innovation to flourish.

September 17, 2026 | By: John Streur

Investment Perspectives

Who Really Needs All These Data Centers?

Big Tech knows AI agents threaten its core businesses. They’re betting on data centers to protect their advertising and cloud profits.

September 9, 2026 | By: John Streur & Tara Doyle

Investment Perspectives

Global AI Governance

Companies increasingly operate within frameworks that address different dimensions of AI risk, accountability, transparency, safety, security, and human rights. As legal requirements and voluntary frameworks continue to evolve, company innovation will likely outpace the application of external governance mechanisms.

June 16, 2026 | By: John Streur & Tim Nixon

Investment Perspectives

Builders of Communion

Fiduciary framework to operationalize Catholic Social Teaching and Pope Leo XIV’s landmark encyclical, Magnifica Humanitas, across global equity portfolios through active shareholder engagement rather than passive divestment.

June 16, 2026 | By: Tara Doyle

Investment Perspectives

Identifying Misvalued Opportunities

The case studies featured in this piece reflect a common theme: companies undergoing meaningful change while still being valued according to outdated assumptions.

May 19, 2026 | By: Kim Ryan, CFA & Jonathan Starr, CFA

Market Commentary

Energy Systems, Industrial Strategy, and Investment Outcomes

While volatility pressured currencies and risk assets, the quarter also highlighted how energy dependence is increasingly influencing inflation, fiscal stability, and long-term equity performance across regions and global financial markets.

May 6, 2026 | By: Liz Su, CFA

Discover the BCAM investment solution that’s right for you.

Past performance does not guarantee future results. All investments involve risk, including the risk of losing principal. The information in this document should not be considered a recommendation to buy or sell any security. There is no assurance that any securities discussed in this report will remain in an account’s portfolio at the time you receive this document. The securities discussed do not represent an account’s entire portfolio and may represent only a small portion of an account’s holdings. It should not be assumed that any securities transactions we discuss were or will prove to be profitable.