BOSTON RESEARCH & Overview

Boston Research & Management Inc is an investment advisor that manages 288.3 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/03 to 09/30/16. The fund's latest filing disclosed 173MM in positions, representing 60% of the manager's regulatory AUM.

BOSTON RESEARCH & StockAlpha

-0.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BOSTON RESEARCH & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.87% Tech 3.56% 0.18% 0 36%
CSCO 2.64% Tech -7.02% -0.13% 0 30%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

BOSTON RESEARCH & Founders and Key Employees

Name Title In Position Since
Raymond J. Stecker President/Ceo June-1991
Benjamin J. Muchler Managing Director December-2014
Daniel F. Tortola Chief Investment Officer December-2014
Robert S. Mckenzie Chief Compliance Officer/Senior Client Advisor September-2014

BOSTON RESEARCH & Brokers, Custodians, Auditors and Administrators

Type Company

BOSTON RESEARCH & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss……………………………………7

Item 9: ...
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BOSTON RESEARCH & Portfolio Concentration

BOSTON RESEARCH & Location

40 BEACH STREET
SUITE 200
MANCHESTER, Massachusetts
UNITED STATES, 01944

BOSTON RESEARCH & Contact Information

Phone Number: (978) 526-9700
Fax Number: (978) 526-1804
Website:

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