ZEVIN ASSET Overview
Zevin Asset Management Llc is an investment advisor that manages 549 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/07 to 06/30/21. The fund's latest filing disclosed 502MM in positions, representing 91% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/07 to 06/30/21. The fund's latest filing disclosed 502MM in positions, representing 91% of the manager's regulatory AUM.
ZEVIN ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ZEVIN ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ADP | 5.24% | Tech | 2.02% | -0.14% | 0 | 0% | ||
| V | 5.23% | Tech | -1.67% | -0.34% | 0 | 0% | ||
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FEATURED IN
ZEVIN ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert B. Zevin | Chairman, Founder, Cio, Member Of Elected Board Of Mgrs, Owner Of 100% Preferred Partnership Units | December-1997 |
| Benjamin C. Lovell | Member Elected Board Of Managers, Owner Of 26.5% Common Parnership Units | January-2007 |
| Jennifer L. Kelley | Cco, Coo, Member Elected Board Of Managers, Owner Of 30% Of Common Partnership Units | January-2000 |
| Amber L. Fairbanks | Senior Securities Analyst/Portfolio Manager. Owner Of 12.5% Common Partnership Units | September-2007 |
| Daniel L. Thorn | Senior Securities Analyst/Portfolio Manager. Owner Of 10.5% Common Partnership Units | March-2009 |
| Philip A. Hergel | Senior Quantitative Analyst, Owner Of 10.5% Common Partnership Units | August-2008 |
| Sonia C. Kowal | President, Owner 10% Common Partnership Units | September-2014 |
ZEVIN ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ZEVIN ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
ZAM invests client assets primarily in stocks and bonds. The assets in client’s accounts fluctuate on a daily basis depending on their market value. Investing in stocks and bonds is risky and, depending on market and security-specific circumstances, client’s can lose money in their accounts, sometimes over extended periods of time. Clients should be prepared for these potential losses.
ZAM’s investment strategy is based first on a macro view of the world. Using a number of different economic, financial, government and market-generated data points, ZAM builds forecasts of projected investment results in different geographic regions and investment sectors throughout the world under a variety of possible circumstances in the global economy. This forecast is updated on a periodic basis as new information becomes available. A key aspect of our strategy is pursuing an investment program that a...
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ZAM invests client assets primarily in stocks and bonds. The assets in client’s accounts fluctuate on a daily basis depending on their market value. Investing in stocks and bonds is risky and, depending on market and security-specific circumstances, client’s can lose money in their accounts, sometimes over extended periods of time. Clients should be prepared for these potential losses.
ZAM’s investment strategy is based first on a macro view of the world. Using a number of different economic, financial, government and market-generated data points, ZAM builds forecasts of projected investment results in different geographic regions and investment sectors throughout the world under a variety of possible circumstances in the global economy. This forecast is updated on a periodic basis as new information becomes available. A key aspect of our strategy is pursuing an investment program that a...
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ZEVIN ASSET Portfolio Concentration
ZEVIN ASSET Location
11 BEACON STREET
SUITE 1125
BOSTON, Massachusetts
UNITED STATES, 02108
SUITE 1125
BOSTON, Massachusetts
UNITED STATES, 02108
ZEVIN ASSET Contact Information
Phone Number: 617-742-6666
Fax Number: 617-742-6660
Website: http://www.zevin.com
Fax Number: 617-742-6660
Website: http://www.zevin.com
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