The Boston Common U.S. Equity Fund's goal is to preserve and build capital over the long term through investing in a diversified portfolio of stocks and American Depositary Receipts ("ADRs") of companies it believes are high quality and undervalued. As the Fund's manager, Boston Common Asset Management looks for companies that, in its opinion, have sound governance and a history of responsible financial management that we believe are capable of consistent profitability over a long time horizon. The Fund includes those companies that the advisor believes are operating successfully in economic sectors with superior end-market growth, or that are beneficiaries of broader sector themes they have identified, but that they judge to be trading at discounts to their intrinsic value.
The Fund seeks to integrate sustainability criteria into all phases of the investment process, from identifying the investable universe to stock selection and portfolio construction. The Fund's advisor prefers best-in-class firms with innovative approaches to the environmental, social, and governance (ESG) challenges their industries, society, and the world face, while pursuing advocacy and engagement initiatives to help improve portfolio companies' ESG performance. Boston Common believes ESG research and analysis augments its traditional equity research and helps them identify companies that have the potential to be successful over the long-term. They seek companies that can capitalize on new market opportunities, implement efficiency improvements and avoid unanticipated costs stemming from inadequate attention to ESG risks. As a result, Boston Common believes ESG research helps improve portfolio quality and financial return potential.
Boston Common uses its voice on behalf of the Fund's shareholders to raise environmental, social, and governance issues with the management of select portfolio companies through a variety of channels. These include engaging in dialogue with management, voting proxies in accordance with our ESG guidelines, and participating in the annual shareholder meeting process. Through these efforts, Boston Common seeks to encourage company managements towards greater transparency, accountability, and commitment to ESG issues.
Environment & Health
Indigenous Peoples' Rights
Labor & Employment
Peace & Social Justice
*All sample issue areas may not be applicable all of time.