Liz Levy

Directeur de la Recherche - Actions chez

Clean Yield Group, Inc.

Finance

Consumer Services

Profil

Ms. Elizabeth R.
Levy, CFA, is a Managing Director & Portfolio Manager at Clean Yield Group, Inc. She is responsible for researching publicly traded equities and managing client portfolios, having joined Clean Yield in June 2024.
Ms. Levy brings over 20 years of experience in sustainable Investing.
Beginning with an internship at Innovest in graduate school in 2001, eight years with Winslow Management (which was acquired by Brown Advisory), and most recently 12 years at Trillium Asset Management, as a Research Analyst, Portfolio Manager, and the Head of ESG Strategy.
Ms. Levy holds a Master of Environmental Management from the Yale School of the Environment, and a B.S.
from the College of William and Mary.

Postes actifs de Liz Levy

Sociétés	Poste	Début
Clean Yield Group, Inc. Clean Yield Group, Inc. Investment ManagersFinance CYAM analyzes stocks to determine their intrinsic value and seeks undervalued stocks that they anticipate will outperform the market over the long term. They initially prepare a corporate profile consisting of the company’s financial statements, publicly available reports, and selected financial ratios. Following this analysis, the firm studies research reports compiled by outside analysts to understand general market expectations. CYAM also specializes in analyzing securities according to socially responsible screens in addition to fundamental and technical criteria. The firm uses third party research, databases, websites, journals, and trade and industry publications. They may also speak with the management of the company whose stock they are interested in buying or selling, and they may participate in conference calls with the company.	Directeur de la Recherche - Actions	01/06/2024

Tous les postes actifs de Liz Levy

Anciens postes connus de Liz Levy

Sociétés	Poste	Fin
Trillium Asset Management LLC Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process.	Analyst-Equity	01/02/2024
Winslow Management Co. LLC Winslow Management Co. LLC Investment ManagersFinance Winslow Management Co. focuses exclusively on green investing, including the areas of renewable energy, energy efficiency, green infrastructure, clean energy, water management, resource optimization, sustainable living, environmental services, green transport and green buildings. The firm seeks to identify companies that are taking advantage of green market opportunities and companies that build competitive advantages through clean and efficient business practices. They look for hidden opportunities among the companies in these market niches. Winslow also looks for companies that are poised for rapid growth and/or companies whose stocks are unrecognized by the broader market. The firm looks for well-financed companies that have experienced management teams, three-to-five year growth rates greater than 20% and PEG and enterprise value (EV) to revenue ratios lower than their peer group. Winslow builds concentrated portfolios that typically hold 40 to 50 positions at a time. They employ bottom-up research that combines financial and environmental analysis. The firm may sell a stock if: (1) the stock has met or exceeded its price target (2) the position has appreciated beyond 10% of the portfolio (3) there is an alteration in the investment premise (4) alternative investment ideas with greater potential are identified or (5) client withdrawals or shareholder redemptions require the sale of securities to raise cash. The firm's Small-Cap Growth strategy offers an environmentally responsible approach for an aggressive growth allocation. The strategy invests in companies that are actively addressing environmental issues with their products and services, as well as, companies across all sectors that responsibly manage their environmental impact. It is primarily a domestic composite, focusing on companies with market-cap less than $2 billion. It is benchmarked against the Russell 2000 Growth Index. Winslow's Green Solutions strategy uses a multi-cap growth investment strategy to invest exclusively in companies offering market-based environmental solutions. The portfolio focuses on companies involved in clean energy, energy efficiency, resource conservation, clean air and water, water management and other market segments which directly impact large environmental challenges. The strategy may invest a portion of assets in international markets and typically focuses on small and mid-sized companies with market-caps of $1 billion to $10 billion. It is benchmarked against the Russell Midcap Growth Index.	Analyst-Equity	12/04/2010
Social Investment Research Service, Inc. Social Investment Research Service, Inc. Publishing: Books/MagazinesConsumer Services Provides comprehensive and impartial social screening services to the investment community	Corporate Officer/Principal	-
Brown Investment Advisory, Inc. Brown Investment Advisory, Inc. Investment ManagersFinance Brown Investment Advisory offers a variety of investment strategies including Large-Cap Growth, Large-Cap Value, Small-Cap Growth and Fixed-Income. In addition, the firm works with other asset management firms to offer clients access to other strategies including US Small-Cap Value Equity, International Equity, hedge funds-of-funds, alternative asset classes, venture capital funds, buy-out private equity funds, real estate funds and a variety of co-investments. Brown's large-cap growth strategy seeks to invest in diversified portfolios of companies with superior fundamentals, strong, sustainable revenue and earnings growth and attractive valuations. They invest in US large-cap growth stocks and typically hold them for several years. Brown employs fundamental research to select securities and sectors that offer highly competitive, tax-efficient returns. They seek to identify market-leading companies or companies with the potential to become market leaders. They look for rich product cycles, large, growing markets, strong cash flow, proprietary products/services and productive new product development efforts. Brown also looks for growth stock development that occurs after the initial phase of growth in which a catalyst causes rejuvenated growth. Brown's Large-Cap Value strategy seeks to identify out-of-favor situations with downside risk of no more than 20% and upside potential of at least 40%. They look for sound, financially strong, growing companies with proven shareholder-sensitive management. Their strategy is multi-cap, with a minimum market-cap of $500 million and no maximum. Companies should have above average earnings growth, above average profitability and below average valuations. Investments are diversified across a wide range of industries. The firm employs a bottom-up portfolio construction process that is based on the specific attractiveness of each holding. The firm's Small-Cap Growth strategy seeks to invest early and hold investments for the long-term. Brown looks for companies with large business opportunities relative to the company's size and proprietary technology, products, services or distribution systems. Management must have a clear, measurable plan to produce sustainable earnings growth of more than 20% a year. At the time of purchase, stocks must have a market-cap of not more than the largest company in the Russell 2000 Growth Index. Brown actively manages fixed-income portfolios. They employ a disciplined investment process that seeks to exploit changes in sector spreads, security valuations, interest rate trends and yield curve dynamics.	Analyst-Equity	31/01/2012

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Trillium Asset Management LLC Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process.	Finance
Brown Investment Advisory, Inc. Brown Investment Advisory, Inc. Investment ManagersFinance Brown Investment Advisory offers a variety of investment strategies including Large-Cap Growth, Large-Cap Value, Small-Cap Growth and Fixed-Income. In addition, the firm works with other asset management firms to offer clients access to other strategies including US Small-Cap Value Equity, International Equity, hedge funds-of-funds, alternative asset classes, venture capital funds, buy-out private equity funds, real estate funds and a variety of co-investments. Brown's large-cap growth strategy seeks to invest in diversified portfolios of companies with superior fundamentals, strong, sustainable revenue and earnings growth and attractive valuations. They invest in US large-cap growth stocks and typically hold them for several years. Brown employs fundamental research to select securities and sectors that offer highly competitive, tax-efficient returns. They seek to identify market-leading companies or companies with the potential to become market leaders. They look for rich product cycles, large, growing markets, strong cash flow, proprietary products/services and productive new product development efforts. Brown also looks for growth stock development that occurs after the initial phase of growth in which a catalyst causes rejuvenated growth. Brown's Large-Cap Value strategy seeks to identify out-of-favor situations with downside risk of no more than 20% and upside potential of at least 40%. They look for sound, financially strong, growing companies with proven shareholder-sensitive management. Their strategy is multi-cap, with a minimum market-cap of $500 million and no maximum. Companies should have above average earnings growth, above average profitability and below average valuations. Investments are diversified across a wide range of industries. The firm employs a bottom-up portfolio construction process that is based on the specific attractiveness of each holding. The firm's Small-Cap Growth strategy seeks to invest early and hold investments for the long-term. Brown looks for companies with large business opportunities relative to the company's size and proprietary technology, products, services or distribution systems. Management must have a clear, measurable plan to produce sustainable earnings growth of more than 20% a year. At the time of purchase, stocks must have a market-cap of not more than the largest company in the Russell 2000 Growth Index. Brown actively manages fixed-income portfolios. They employ a disciplined investment process that seeks to exploit changes in sector spreads, security valuations, interest rate trends and yield curve dynamics.	Finance
Clean Yield Group, Inc. Clean Yield Group, Inc. Investment ManagersFinance CYAM analyzes stocks to determine their intrinsic value and seeks undervalued stocks that they anticipate will outperform the market over the long term. They initially prepare a corporate profile consisting of the company’s financial statements, publicly available reports, and selected financial ratios. Following this analysis, the firm studies research reports compiled by outside analysts to understand general market expectations. CYAM also specializes in analyzing securities according to socially responsible screens in addition to fundamental and technical criteria. The firm uses third party research, databases, websites, journals, and trade and industry publications. They may also speak with the management of the company whose stock they are interested in buying or selling, and they may participate in conference calls with the company.	Finance
Winslow Management Co. LLC Winslow Management Co. LLC Investment ManagersFinance Winslow Management Co. focuses exclusively on green investing, including the areas of renewable energy, energy efficiency, green infrastructure, clean energy, water management, resource optimization, sustainable living, environmental services, green transport and green buildings. The firm seeks to identify companies that are taking advantage of green market opportunities and companies that build competitive advantages through clean and efficient business practices. They look for hidden opportunities among the companies in these market niches. Winslow also looks for companies that are poised for rapid growth and/or companies whose stocks are unrecognized by the broader market. The firm looks for well-financed companies that have experienced management teams, three-to-five year growth rates greater than 20% and PEG and enterprise value (EV) to revenue ratios lower than their peer group. Winslow builds concentrated portfolios that typically hold 40 to 50 positions at a time. They employ bottom-up research that combines financial and environmental analysis. The firm may sell a stock if: (1) the stock has met or exceeded its price target (2) the position has appreciated beyond 10% of the portfolio (3) there is an alteration in the investment premise (4) alternative investment ideas with greater potential are identified or (5) client withdrawals or shareholder redemptions require the sale of securities to raise cash. The firm's Small-Cap Growth strategy offers an environmentally responsible approach for an aggressive growth allocation. The strategy invests in companies that are actively addressing environmental issues with their products and services, as well as, companies across all sectors that responsibly manage their environmental impact. It is primarily a domestic composite, focusing on companies with market-cap less than $2 billion. It is benchmarked against the Russell 2000 Growth Index. Winslow's Green Solutions strategy uses a multi-cap growth investment strategy to invest exclusively in companies offering market-based environmental solutions. The portfolio focuses on companies involved in clean energy, energy efficiency, resource conservation, clean air and water, water management and other market segments which directly impact large environmental challenges. The strategy may invest a portion of assets in international markets and typically focuses on small and mid-sized companies with market-caps of $1 billion to $10 billion. It is benchmarked against the Russell Midcap Growth Index.	Finance
Social Investment Research Service, Inc. Social Investment Research Service, Inc. Publishing: Books/MagazinesConsumer Services Provides comprehensive and impartial social screening services to the investment community	Consumer Services
The College of William & Mary The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Yale University Yale University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services