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Boston Common Asset Management

Boston Common Asset Management

Address:

84 State Street
Suite 940
Boston, MA  02109

Phone:

     Local: (617) 720-5557

URL:


702 Marshall Street
Suite 611
Redwood City, CA 94063
Phone: 650-472-2264
Manager Information
Name Years
Experience
Credentials Age Office
Location
CFP CFA
Geeta Aiyer
President
26 N Y MA
Matt Zalosh
Securities Analyst/Portfolio Manager
15 N Y MA
Praveen Abichandani
Securities Analyst
19 N Y MA
Nathan Foley-Mendelssohn
Securities Analyst
7 N Y MA
Steven Heim
Director of Social Research
15 N N MA
Carol Malnick
Portfolio Manager
24 N N CA
Margien Tolson
Securities Analyst
22 N Y CA
Description
Boston Common Asset Management is an employee-owned investment firm specializing in sustainable and responsible equity and balanced strategies. We pursue long-term capital appreciation by seeking to invest in diversified portfolios of high quality, socially responsible stocks. Through rigorous analysis of financial, environmental, social, and governance (ESG) factors, we identify companies we believe are attractively valued for investment. We manage over $1.5 billion in assets, including subadvised strategies, as of 3/31/2011.
Investment Process
Boston Common seeks to preserve and build capital through a diversified portfolio of high quality, undervalued stocks, with a focus on environmental, social, and governance factors. We look for companies with sound governance and a history of responsible financial management that we believe are capable of consistent, visible 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.
Social Issues
Boston Common works to advance our clients’ social mission through dialogue with corporations worldwide.
We employ our rights as owners to influence corporate practices, often in collaboration with shareholder coalitions and activist organizations.

Over the years, our team has built a network of contacts at trade unions and non-governmental organizations
worldwide. Groups such as the Interfaith Center on Corporate Responsibility (ICCR), Ceres, Oxfam,
Healthcare Without Harm, and the Rugmark Campaign help us develop our platform and coordinate our work
with other stakeholders.

Our shareholder initiatives are highly targeted, focusing on particular social challenges facing a company.
We have sat across the table from management of global companies, sent representatives to speak to firms’ shareholder base at Annual General Meetings around the world, and carried out letter writing campaigns to gather and disseminate information across economic sectors.
Featured Company

Johnson Controls Inc.

Johnson Controls (JCI) is a global leader in the automotive industry both in interiors and batteries, and in building efficiency, with a focus on Heating, Ventilating, and Air Conditioning (HVAC) systems.

JCI is likely to continue increasing its market share in the auto industry thanks to its innovative designs and low cost structure. In our view, demand for the installation and maintenance of efficient building systems should accelerate as customers are motivated to reduce energy consumption and operating costs. JCI is also active in the nascent electric auto battery business, which could be a long-term growth driver. Given JCI’s strong financial track record and its exposure to positive cyclical and secular trends, we find the stock’s valuation compelling.

A decline in automotive production, particularly in North America and Europe, and further weakness in residential and commercial construction markets could have a material adverse impact on JCI.

JCI is a global leader in the production of batteries for hybrid electric vehicles. In Europe, the company has sold over 400,000 batteries for start-stop microhybrids and, through a subsidiary, JCI manufactures advanced lithium-ion batteries for hybrid, plug-in, fuel cell and electric vehicles for customers including Ford and Mercedes-Benz. For traditional lead batteries, JCI is increasing its lead recycling capacity with the goal of recycling 50% of its lead needs by 2012. JCI also offers products and services in the global HVAC market that optimize energy usage in non-residential and residential buildings.

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