The strategy combines fundamental, bottom-up analysis with proprietary ESG research to identify high-quality, mispriced businesses with re-rating potential supported by management execution, structural change, or sustainability-related improvements.
US Value Equities - Art. 9
Focus on the strategy
BCAM’s U.S. Value Equity strategy takes a sustainability-driven, fundamental approach to investing in high-quality, mispriced U.S. companies. The team looks beyond broad market narratives to identify gaps between investor perception and evolving business fundamentals—particularly where management execution, structural change, or sustainability-related developments may serve as catalysts for re-rating.
Fundamental research, proprietary ESG analysis, and valuation discipline are applied together to assess business quality, downside risk, and upside potential. The team examines balance-sheet strength, earnings durability, capital allocation, competitive positioning, and potential effects on demand, costs, or business resilience. This process produces a high-conviction portfolio with high active share while maintaining disciplined diversification and moderate tracking error. Active ownership enhances the research process through ongoing dialogue with portfolio companies.
This strategy is available on our platform through a unique UCITS fund registered in the following countries: Austria, Belgium, Denmark, France, Germany, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland and United Kingdom.
At a glance
Art. 9 - Sustainable Investment Product (under SFDR)
US Large Cap Value Equity
Unique exclusive strategy available in Europe through a UCITS Fund
Why invest in this strategy?
- DIFFERENTIATED SOURCE OF RETURN: Seeks company-specific re-rating opportunities where markets underappreciate financial improvements, structural change, management execution, or sustainability-related developments.
- DIVERSIFICATION FROM CONCENTRATED GROWTH EXPOSURE: Offers exposure to established U.S. value companies across sectors, complementing portfolios concentrated in growth stocks.
- DISCIPLINED PORTFOLIO MANAGEMENT: Combines quality, valuation discipline, downside awareness, and active ownership.
Boston Common Asset Management
Boston Common Asset Management (BCAM) is a global equity investment firm focused on delivering competitive long-term returns across U.S., developed international, and emerging markets. Since 2003, BCAM has combined proprietary research, disciplined portfolio construction, and active ownership in a sustainability-driven investment approach. The firm offers conviction-led fundamental strategies, systematic, benchmark-aware portfolios through its AMRIS Platform, and direct indexation. Across these offerings, BCAM applies research-driven customization to reflect investor preferences.
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