Promethos Capital, LLC
Promethos Capital, LLC is a Boston-based, employee-owned and majority women-owned investment advisory boutique founded in 2018 and registered with the SEC. The firm specializes in global equity investment strategies, serving institutional and high-net worth clients through actively managed portfolios. With a small and experienced team (notably including CIO Ivka Kalus), Promethos Capital combines quantitative, fundamental, and sustainability analyses in its investment process and manages assets on behalf of charitable organizations, pension plans, and high-net worth individuals.
Investment Strategy
Promethos Capital employs an active investment process focused on global equity markets, integrating quantitative, fundamental, and sustainability analyses to construct concentrated, high active share portfolios with long-term return potential. The firm emphasizes risk management and strong sustainability characteristics, offering strategies including International Equity, Global Equity, Global Climate Resilience, International Equity Catholic Values, and Global Small Cap. Their process seeks to identify companies capable of generating sustained value, while also enabling customized solutions for clients.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SAP | SAP SE SPONSORED ADR | 10.18% | $30.1M | 99,112 | $172.44 | $304.10 | +$4.8M |
T TSM | TAIWAN SEMICONDUCTOR SP ADR | 8.25% | $24.4M | 107,824 | $174.65 | $226.49 | +$7.4M |
N NVS | NOVARTIS AG SPONSORED ADR | 8.07% | $23.9M | 197,585 | $101.30 | $121.01 | +$3.0M |
M MFC | MANULIFE FINANCIAL CORP | 5.36% | $15.9M | 496,615 | $23.81 | $31.96 | +$1.3M |
H HSBC | HSBC HOLDINGS PLC SPONS ADR | 3.95% | $11.7M | 192,564 | $43.51 | $60.79 | +$1.3M |