Few managers can claim to have a true competitive advantage; the WPG Partners Micro Cap team is the exception. Led by Richard Shuster and Greg Weiss, the team immerses itself in finding, analyzing, and meeting with over 600 companies each year.
Steve Pollack, the Portfolio Manager of the Robeco Boston Partners Mid Cap Value Equity Strategy for more than a decade, explains what makes mid-sized companies with market caps between $1 and $20 billion attractive and how he chooses the winners. Steve shares his insight below.
Small and micro cap stocks – securities with a market capitalization below $3 billion - offer investors a number of sustainable advantages when compared to other market cap segments. Consequently, they allow active asset managers focused on these stocks the potential to outperform over long periods of time. This is especially true of micro caps, which are typically valued at less than $1 billion.
A common approach to diversifying a U.S. equity allocation is to supplement a core of large-capitalization equity investments with an allocation to small-capitalization stocks. While simple to execute and intuitively attractive, such an approach overlooks the significant opportunities available in U.S. mid cap stocks.
May 30, 2013 Boston, MA Robeco Investment Management announced today that Kerry James has been named Head of Institutional Distribution effective June 1. She will be based in Boston and be responsible for institutional sales, consultant relations, relationship management and marketing services. Ms. James will be assuming the responsibilities of Paul Healey, who has announced that he is retiring at the end of June.
Jay Feeney and Mark Donovan, Co-Chief Executive Officers: As life-long believers that the best means of achieving superior long-run investment returns is through “bottom-up” research on a stock by stock basis, we rarely contribute to the deluge of “Market Outlook” pieces that seem to proliferate in our industry.
January 3, 2012 Boston, MA Robeco Investment Management announced today that it has launched two new mutual funds, the Robeco Boston Partners Global Equity Fund (BPGRX) and the Robeco Boston Partners International Equity Fund (BPQRX).
BOSTON, July 12, 2010 – John Hancock Funds has completed the adoption of the Robeco Boston Partners Mid Cap Value Fund and has launched it as the newly established John Hancock Disciplined Value Mid Cap Fund (JVMAX).