March 18, 2019
The Financial Times recently spoke with Boston Partners’ Director of Global Markets Research, Michael Mullaney on the state of value investing.
November 9, 2018
Boston Partners Portfolio Manager Josh Jones published a contributed article in Investments & Pensions Europe (IPE) in November, exploring some of the distinguishing characteristics that speak to why variable long/short funds can differ so markedly from market-neutral strategies. While the differences are often overlooked during extended market expansions, the impact can be quite significant for investors who gravitate to long/short funds for stability during periods of uncertainty.
September 7, 2018
In the last week of August, Boston Partners’ Todd Hawthorne, the lead portfolio manager of the firm’s Redwood fund, published a bylined article in Pensions & Investments in which he highlighted how volatility-harvesting strategies can complement and enhance traditional fixed income allocations. The article, “Volatility Harvesting: The Great Diversifier,” noted that against a backdrop of rising inflation, correlations between equities and bonds tend to converge.
March 2, 2018
Boston Partners, a premier provider of value equity investment products, today announced that the Boston Partners Long/Short Equity Fund, Institutional, has been named a 2018 Thomson Reuters Lipper® Fund Award winner in the category of Alternative Long/Short Equity Funds for the 10-year period ending November 30, 2017.
October 9, 2017
In September, Mark Donovan, co-chief executive officer and lead portfolio manager for Boston Partners’ Large Cap Value portfolios, authored a contributed article that appeared in Fund Strategy, a U.K.-based publication that caters to investment intermediaries. The article discusses the persistence of value strategies over time, even amid an era that has been defined by an accommodative monetary policy and inflated market valuations.
September 26, 2017
In September, Paul Korngiebel, lead portfolio manager on the Emerging Markets Long/Short Equity strategy, published a bylined article in Pensions & Investments, which highlights the value of a long/short strategy in the emerging markets. The article, “Emerging Markets Without the Volatility” explains why a long/short strategy in the emerging markets could be attractive to investors who otherwise could not handle the volatility of traditional, long-only emerging markets exposure.
January 27, 2017
In January, Boston Partners’ Daniel Farren published a contributed article in Pensions & Investments that highlights why diversification, borne out of rigorous analysis and high conviction, can yield returns in line with far more concentrated portfolios, though with lower risk and reduced volatility.
August 9, 2016
Joseph (Jay) Feeney, Boston Partners Co-CEO and CIO, discussed the firm’s long/short strategy in a Financial Advisor article looking at liquid alternative funds. Feeney noted that Boston Partners has employed a long/short strategy since the late 1990s, years before liquid alts were considered a category.
April 28, 2016
BOSTON, April 28, 2016 — Boston Partners, a premier provider of value equity investment products, today announced that Morningstar has named Senior Portfolio Manager Chris Hart as Fund Manager of the Year: Global Equity, for his management of the Robeco Boston Partners Global Premium Equities fund.
March 29, 2016
BOSTON, March 29, 2016 — Boston Partners, a premier provider of value equity investment products, today announced that the Boston Partners Long/Short Equity Fund, Institutional, has been named a Lipper Fund Awards 2016 winner in the category of Alternative Long/Short Equity Funds for the 10-year period ending November 30, 2015.
October 16, 2015
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.
February 24, 2015
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.
April 1, 2015
BOSTON, April 1, 2015 — Boston Partners, a premier provider of value equity investment products, today announced that the Boston Partners Long/Short Equity Fund was recognized at the Lipper Fund Awards in the category for best Alternative Long/Short Equity Fund, Institutional Shares, for the 10-year period, ending November 30, 2014.
February 24, 2015
In early February, Barron’s profiled Boston Partners Portfolio Manager Duilio Ramallo and the Boston Partners All-Cap Value Fund. The article, “Steering Clear of the Bumps,” highlighted how Duilio and the investment team apply Boston Partners’ three-circle approach — seeking cheap stocks, solid fundamentals and positive business momentum — to provide an analytical edge while avoiding value traps.
January 26, 2015
BOSTON-‐-‐(BUSINESS WIRE)-‐-‐Boston Partners, a premier provider of value equity investment products, today announced that Morningstar has named Senior Portfolio Manager Robert Jones, and the investment team of Boston Partners Long/Short Equity (Ticker: BPLSX and BPLEX) as the 2014 U.S. Alternatives Fund Manager of the Year.
October 7, 2014
BOSTON, October 7, 2014—John Hancock Investments has launched John Hancock Disciplined Value International Fund (Class A share ticker: JDIBX; Class I: JDVIX), the firm announced today. The Fund is managed by a team of portfolio managers at Boston Partners, a division of Robeco Investment Management.
September 30, 2014
(Boston, September 30, 2014) Boston Partners, a premier provider of value equity investment products, today announced it has received a $320 million mandate from Jackson National Life Insurance Company (“Jackson®”) for the new JNL/Boston Partners Global Long Short Equity Fund (the “Fund”). Jackson, a leading provider of retirement solutions, has made the Fund available on its Elite Access® variable annuity investment platform.
February 18, 2014
Boston Partners, introduced the Boston Partners Global Long/Short Fund (BGLSX) in early January. The new Fund has a similar investment process to the Boston Partners Long/Short Research Fund (BPIRX/BPRRX) with a wider global opportunity set. Managed by Jay Feeney, Christopher Hart and Josh Jones, who also manage the Boston Partners Global and International Equity funds (BPGIX and BPQIX), the Global Long/Short Fund will have least 40% invested in undervalued international stocks.
May 30, 2013
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.
January 3, 2012
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).
July 12, 2010
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).
January 12, 2009
BOSTON, January 12, 2009 – John Hancock Funds has completed the adoption of the Robeco Boston Partners Large Cap Value Fund and has launched it as the newly established John Hancock Disciplined Value Fund (JVLAX).