Zevin Asset Management Investor’s Guide
The events of 2020 not only disrupted our traditional way of life, they also clouded the way forward for many investors. COVID-19, the political tensions, climate change, the emphasis on social justice…simply put, we have never been at such a complex crossroads.
How can we apply best practices to find investment opportunities and minimize risk in such an uncertain environment? Our approach has for decades helped us identify strong companies that are well positioned in a transparent, connected, and turbulent world.
In our Investor’s Guide, we’re offering details about how we examine companies and what we look for in an investment.
In this guide…
We share our view on three critical elements of picking stocks:
- What does tomorrow look like?
- Is the company financially safe?
- Is the company living in a bubble?
You’ll learn about the importance of applying a broad view of the future, the role ESG plays in determining risk, and the benefits of isolating and mitigating those risks.
Education is the cornerstone of confident investing. In such an unpredictable time, we encourage you to consider all the variables and be ready to make informed decisions.