Insights

June 1, 2016

Boston Partners Global Equity: Opening up the Opportunity Set

In 1992, Morningstar introduced the Style Box™, the now-pervasive nine-square grid that visually depicts the investment style of mutual funds. The goal of the Style Box™ is to aid institutional investors seeking to categorize strategies to meet specific asset-allocation targets.
October 30, 2015

BP Investment Funds 2015 FINAL Cap Gain Distributions

October 16, 2015

P&I Features Portfolio Manager Todd Hawthorne of Boston Partners Redwood strategy

Todd Hawthorne, the Lead Portfolio Manager of Boston Partners’ Redwood strategy, in an article published by Pensions & Investments, discussed the recent re-introduction of volatility to the U.S. equities market, highlighting that while market fluctuations can wreak havoc on asset allocations, portfolio managers have at their disposal strategies that feed off of and benefit from the growing perception of risk.
May 30, 2015

An Interview with Chris Hart on Global and International Equity Products

Chris Hart, the Portfolio Manager of the Boston Partners Global and International Equity products will discuss our “three circle” approach, which is characterized by the lenses through which we analyze and assess potential investments.
December 2, 2015

Recognizing Volatility as a Discrete and Uncorrelated Asset Class

Todd Hawthorne, Lead Portfolio Manager of the Boston Partners' Redwood Strategy, highlights how investors can capture volatility-derived alpha through an alternative strategy that pairs the construct of equity buy/writes with fundamental, bottom-up analysis.
May 31, 2015

Micro-Cap Stocks: An Overlooked Alternative to Private Equity

Among public equities, actively managed micro-cap value strategies have traditionally served as a destination for investors seeking attractive risk-adjusted returns. When looking at long-term performance, however, historic trends suggest that micro-cap stocks may actually be better compared to private equity investments.
May 19, 2015

Certain Costs, Uncertain Benefits: The Case Against Hedging Currency Exposure

One of the key decisions that U.S. managers of international stock portfolios face is whether to actively manage currency risk. Those who opt to hedge—typically through derivatives, such as foreign currency forwards—convert the value of shares from the local currencies of overseas markets back to U.S. dollars.
February 24, 2015

P&I Features Article from Boston Partners’ Chris Hart

Boston Partners equity portfolio manager Christopher Hart provided commentary to Pensions & Investments through a contributed article that was published in the second week of February. The Article, “Europe Ripe for Active Strategies,” explored the appealing opportunity set that is developing for value-focused investors in the UK and Continental Europe.