Our Investment Philosophy

It is well-established in investment research that over time, ownership of small- and medium-sized companies has provided greater returns than ownership of larger companies. It is equally well-established that ownership of small- and medium-sized companies involves substantially greater risk (volatility) than ownership of large companies.

At Eagle Boston Investment Management, we believe any investment strategy attempting to be successful consistently over a long period of time must place equal emphasis on both maximizing return and managing risk within a portfolio. We further believe the greatest opportunity for optimizing this risk/return relationship lies in ownership of a limited number of small- and medium-sized businesses that meet certain business and valuation criteria, have been highly researched using fundamental analysis, and are assembled utilizing strict disciplines of portfolio construction.

We are a small-cap core manager with a value bias. We aim to invest in high-quality value and growth companies trading at a discount to their intrinsic or private market values. The core of our philosophy is that fundamental bottom-up research and a thorough understanding of the businesses in which we invest will consistently lead to superior investment performance.

Our approach is based on internally generated research. Our comprehensive due diligence process typically includes company and competitor visits and the development of proprietary analysis and models to value our holdings. The research group meets with over 300 companies per year. This allows us to identify many outstanding investment opportunities, many of which are underresearched by Wall Street’s large investment firms.

This research-intensive and highly focused approach is designed to create an opportunity for strong investment returns while also reducing downside risk. We seek to achieve returns in excess of the Russell 2000 Index.