Zevin Asset Management LLC
Zevin Asset Management LLC is an independent investment adviser based in Boston, MA. Founded by Robert Zevin, the firm specializes in sustainable and responsible investment management for individuals, families, endowments, foundations, and other institutional clients. As a boutique asset manager, Zevin Asset Management focuses on long-term portfolio growth, socially responsible investment strategies, and client-centered service. The firm operates with a staff of approximately 15 employees.
Investment Strategy
Zevin Asset Management LLC employs a disciplined, research-driven approach to long-term investing, with an emphasis on sustainability and responsible investment. The firm is focused on constructing diversified portfolios that integrate environmental, social, and governance (ESG) criteria into the investment process. Zevin seeks to invest in companies with strong ESG practices, striving for both financial return and positive societal impact, while mitigating security and portfolio risk through rigorous fundamental analysis and active oversight.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MELI | Mercadolibre | 5.46% | $38.0M | 14,525 | $360.40 | $2613.63 | +$6.1M |
M MSFT | Microsoft | 5.24% | $36.4M | 73,248 | $250.49 | $497.41 | +$8.8M |
V V | VISA | 4.67% | $32.4M | 91,346 | $110.95 | $355.05 | +$228.0K |
A ADP | Automatic Data Processing | 4.16% | $28.9M | 93,767 | $101.58 | $308.40 | +$176.0K |
A AAPL | Apple | 4.03% | $28.0M | 136,608 | $78.43 | $205.17 | -$3.8M |