Preserving and growing client capital with absolute returns above the S&P 500 Index through selection of well managed healthy large-cap companies based on fundamental and forensic analysis

Fact Sheets

Downloadable Fact Sheets

Management and Board of Advisors

SELECT 40 Large-Cap Defensive Equity All Weather Strategy

Retail Managment Fee Schedule

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Institutional Management Fee Schedule

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Boston Harbor Investment Management LLC

Preserving and growing client capital with absolute returns above the S&P 500 Index through selection of well managed healthy large-cap companies based on fundamental and forensic analysis

The site provides information on Boston Harbor Investment Management’s portfolios. These portfolios consist of the stock of large-cap companies that meet certain fundamental characteristics. The volatility and the Beta of the portfolios are less than the S&P 500 index. The site presents charts and tables that describe the characteristics of the Select 40 portfolio. The resource section provides links to third party information that is relevant to our investment strategy. The advisor section is a list of our advisors each of whom fulfills a specific role, fundamental analysis of company financials, income statement and balance sheet; management of equity mangers for an institution, management of investment funds, authority on statistical analysis and Bayesian networks.

Boston Harbor Investment Management LLC | 110 Great Road | Suite 302, Bedford, MA 01730, USA