At Boston Partners, our sole mission is to produce results that meet or exceed our clients’ expectations. We are first and foremost an investment organization run by investment professionals following a disciplined investment philosophy.
We have an investment-centric culture at Boston Partners, where investments drive the day-to-day rhythm of the business. It all starts with our people. Of our 152 employees, 55 are investment professionals. We have a flat management structure that empowers our analysts and portfolio managers to research and construct their investment recommendations and portfolios within a specific and well-defined set of investment principles. Every team within our broader organization has a precise investment philosophy and process that places the highest importance on consistent execution.
We offer distinctive investment capabilities. Our core offerings, both long only and long/short value equities, are managed by the Boston Partners team, using an investment approach that was developed by the firm’s founders in the 1980’s. Our key investment professionals have worked together since the founding of Boston Partners in 1995 and years before at a prior firm, where the investment philosophy was established. As a logical outgrowth of these value offerings we began managing long/short portfolios in 1997, which represent a natural application of our research process. This process focuses on companies that comprise the tails of the valuation distribution. It is within these less efficient corners of the global equity universe that we leverage our tested, valuation driven process to find both overvalued short candidates, and undervalued long candidates for our client portfolios. For most of our firm’s history it has been our ability to uncover alpha potential, both short and long, while avoiding many pitfalls of growth-driven euphoria that has allowed us to preserve and grow our clients’ capital. Our long/short equity offerings currently hold more than $11 billion (more than 10% of Boston Partners assets), spanning two domestic equity offerings, International, Global and Emerging Markets. Like all of our long only strategies, our hedged offerings rely on proven asset selection, driven by our common valuation based philosophy to drive returns.
The team at WPG Partners specializes in small and micro cap investing and has worked together since 1999. Led by Richard Shuster and Greg Weiss, the team focuses on finding companies with strong returns on invested capital and good cash flow by visiting 600+ companies per year.
Redwood became part of Boston Partners in March 2014. The team at Redwood has developed an absolute return strategy that seeks to combine fundamental security analysis with management of equity volatility to produce performance with stability. The team has been managing the strategy since October 2011 which fits squarely into the firm’s liquid alternative capabilities.
While each division’s investment approach is separate and distinct, we share these common traits:
- A well defined investment process that is highly analytical, consistent and repeatable
- Cohesive teams that have worked together for many years
- A focus on preservation of our clients’ capital