BOSTON ADVISORS LLC

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.