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BOSTON ADVISORS LLC Profile
Boston Advisors LLC is an investment management firm based out of Boston, Massachusetts. The company was originally established in 1984 and has grown from its inception to now operates with 38 employees of which 16 are investment professionals. Boston Advisors conducts its research internally, utilizing a quantitative methodology to make its investment decisions. The company invests in the public equity and fixed income markets on a global scale, focusing on the value and growth stocks of companies across all market capitalizations. Boston Advisors utilizes various Russell, FTSE, and S&P indexes to benchmark its performance. The company invests most heavily in the information technology sector, which alone makes up over a fifth of its total asset allocations, and also invests in the health care, consumer discretionary, finance, consumer staples, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. Boston Advisors holds its allocations an average of 12.8 quarters although the company holds its top 10 allocations for an average of only 2 quarters. The company, in the most recent quarter, has had a turnover rate of approximately 39.6%. Boston Advisors manages over $4.8 billion in total assets under management spread across over 1,000 total accounts, all of which are discretionary accounts except for 120 which make up $188 million of the firm’s managed assets. Although the company’s total number of accounts has been growing at a slow pace, its total assets under management has been increasing steadily, growing significantly from $1.5 billion back in 2010 to well over three times that amount today. Boston Advisors mainly caters to high net worth individuals, which alone makes up over half of the firm’s entire client base. The company offers a variety of strategies including its Equity, Fixed Income, Real estate, Value, Income, International, Corporate, and Municipal solutions, among a variety of others.
BOSTON ADVISORS LLC has disclosed 572 total holdings in their latest 13F filing with the SEC for the portfolio date of 2019-09-30. The current portfolio value is calculated to be $1.85 Billion. The turnover rate is 14%.
In BOSTON ADVISORS LLC's current portfolio as of 2019-09-30, the top 5 holdings are not including call and put options. BOSTON ADVISORS LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for BOSTON ADVISORS LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for BOSTON ADVISORS LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for BOSTON ADVISORS LLC.
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