Integrated Investing
Integrated Investing
Integrated Sustainability Approach
Diversification
Intrinsic Value
Boston Common strives to preserve and build our clients’ capital through diversified portfolios of high quality, undervalued stocks. We identify companies with sound governance and responsible financial management that are capable of consistent profitability over a long time horizon. We include these companies in our portfolios if our research shows that they are operating successfully in economic sectors with superior end-market growth, or are beneficiaries of broader sector themes we have identified, but are trading at discounts to their intrinsic value. We integrate environmental, social, and governance (ESG) criteria into the stock selection process and express a preference for best-in-class firms with innovative approaches to the environmental and social challenges their industries face.
We believe Environmental, Social, and Governance (ESG) research helps us find companies that could benefit over the long-term from three sources:
Visionary management teams should capitalize on new market opportunities and revenue streams.
Productivity and efficiency improvements should support higher profit margins.
Unanticipated costs stemming from inadequate attention to ESG risks can be avoided.
As a result, we believe we can enhance portfolio quality, return potential, and risk reduction by integrating sustainability with financial research.