CLIENTS

Polaris Capital Management, LLC (https://polariscapital.com) is a leading global and international value equity manager, serving the investment needs of institutions and individuals since 1995. Polaris has one of the longest global and international equity track records of any firm presently in operation and continuously managed by the same individuals. The firm’s pure global value philosophy is a disciplined combination of proprietary investment technology and traditional fundamental research that seeks to identify the most undervalued companies worldwide. Polaris manages assets for a growing number of institutions, retirement plans, insurance companies, foundations, endowments, and high-net-worth individuals. Boston Investor Services and Polaris have worked together since 1995.

Pierre & Company, LLC (https://pierreandcoinv.com) was founded in 2001 and is a privately held Registered Investment Advisory Firm based in Massachusetts. Michael Pierre, the founder, has over 25 years of investment experience with Pierre and Company, Moody Aldrich Partners, and Anchor Capital Advisors.

As a Certified Treasury Professional (CTP), Pierre provides portfolio and treasury management through separately managed accounts (SMA), with an emphasis on index funds and short-term cash investments.

Global Value Advisors (GVA) (https://moodyaldrich.com/gva) is an investment boutique specializing in long-only global and international equities. GVA adheres to the principles of value investing and combines the discipline of quantitative investing with qualitative judgement informed by fundamental research. GVA is organized as a division of Moody Aldrich Partners (MAP), a privately held multi-boutique investment firm with businesses specializing in high value-added investment strategies for institutions and individual investors.

Formed in 1988, MAP is an SEC registered investment advisor that has provided investment strategies to sophisticated clients for 30 years. Boston Investor Services previously worked with Moody Aldrich Partners from 2003-2012 and began working with Global Value Advisors in 2019.

Mission Value Partners (MVP) seeks real returns while minimizing the risk of permanent capital loss. MVP began as a vehicle to invest the principals’ capital alongside like-minded clients and maintains that ethos. It is currently fully invested in Japanese equities.

Avante Global Management LP (https://avantegm.com) is a Massachusetts based investment manager running a concentrated equity strategy of approximately 20 leading international companies. Through a long-term, patient lens with strong management alignment, Avante can sustainably identify unique and scalable opportunities in global equity markets. Portfolio manager, Adam Feldman spent 11 years at Cascade (Bill Gates investment office) and Northern Cross, two firms that compounded significant capital above market rates for decades. Adam is supported by Howard Appleby, a Founding Partner at Northern Cross, and Josh Alpert, who have followed these companies for 40 and 25 years respectively. Boston Investor Services worked with Northern Cross for more than two decades prior to working with Avante.