
Entry Points | From ZIRP to ARK
Mark Donovan, CFA, Senior Portfolio Manager discusses why investing for the next 10 years won’t look anything like the last 10 years.

Entry Points | The Case for Healthcare Stocks Amid Economic Uncertainty
Equity Analyst Andrew Hatem, CFA, discusses the potential of healthcare stocks.

Entry Points | Valuation Discipline, Risk and Pricing
Portfolio Analyst Brandon Smith, CFA, CAIA, highlights the importance of adhering to a valuation discipline.

Insights Series | U.S. Banking System
Equity Analyst Kevin Duggan, CFA discusses the recent turmoil in the U.S. Banking industry and potential repercussions that lie ahead.
Global Investment Firm Specializing in Value Equity Investing
Founded in 1995
$90.1 Billion Assets Under Management
164 Employees
298 Clients
59 Investment Professionals
18 Investment Strategies
Global Reach – Investing in 50 Countries
Investment Perspectives
Entry Points
Entry Points | The Case for Healthcare Stocks Amid Economic Uncertainty
Equity Analyst Andrew Hatem, CFA, discusses the potential of healthcare stocks.
Entry Points | Volatility Reduction
Brandon Smith, CFA, CAIA, explains how a value-oriented long/short equity strategy can potentially reduce volatility and create an opportunity for profit by separating the winners from the losers.
Entry Points | Time to Reconsider International Equities
Go Deeper: Mike McCune, Boston Partners Portfolio Analyst, discusses in Boston Partners latest video.
Insights Series
Insights Series | U.S. Banking System
Equity Analyst Kevin Duggan, CFA discusses the recent turmoil in the U.S. Banking industry and potential repercussions that lie ahead.
Insights Series | Dissecting the Energy Landscape
Going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.
Insights Series | Checking in on the Consumer
Equity Analyst Volkan Gulen, CFA, discusses the state of the consumer sector.
Research & White Papers
Portfolio Manager Updates
In our quarterly portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment. Click the link below each video for access to the corresponding presentation.