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 09/30/16. The fund's latest filing disclosed 307MM in positions, representing 56% of the manager's regulatory AUM.

ZEVIN ASSET StockAlpha

-6.2%
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

ZEVIN ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UPS 7% Industrials 7.14% 0.05% 0 20%
T 6.09% Telecom -3.77% -0.3% 0 29%
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FEATURED IN
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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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ZEVIN ASSET Portfolio Concentration

ZEVIN ASSET Location

11 BEACON STREET
SUITE 1125
BOSTON, Massachusetts
UNITED STATES, 02108

ZEVIN ASSET Contact Information

Phone Number: 617-742-6666
Fax Number: 617-742-6660
Website:

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