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 09/30/18. The fund's latest filing disclosed 343MM in positions, representing 62% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/07 to 09/30/18. The fund's latest filing disclosed 343MM in positions, representing 62% 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 | 6.04% | Tech | -2.78% | 0.27% | 0 | 16% | ||
| V | 5.7% | Tech | -6.87% | 0.14% | 0 | 28% | ||
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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 |
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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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
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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