Boston Harbor Investment Management's mission is to preserve and grow its client’s capital. Its goal is to provide its clients with a high degree of investment liquidity, at the same time generating long-term absolute returns significantly above the S&P 500 Total Return Index, with lower volatility-risk.
Boston Harbor uses residual earnings as a component of its investment process and has found that Prudena’s residual earnings model is comprehensive and easy to use. Boston Harbor’s SELECT 40 (40 S&P 500 Index companies) outperforms the S&P 500 benchmark long-term by about 50% with about 33% less volatility-risk. To be selected for the SELECT 40 portfolio a company must have residual earnings.