Strategy Overview
Boston Common’s US Large-Cap Core Equity strategy invests in a diversified portfolio of high-quality companies with sound governance and sustainable business models selling into growing end markets. The strategy draws on a fundamental, bottom-up investment process that integrates proprietary sustainability guidelines.
Strategy Details
Benchmark: S&P 500
Holdings: 40 – 60
Inception Date: December 31, 2002
Vehicle Options
- Separate account
- Mutual fund
Strategy Highlights
- Research-driven conviction
- Low turnover
- Seeks high quality companies offering attractive, risk-adjusted, long-term returns.
- Active shareholder engagement approach seeks improvements in company policies, processes, and products
