In 2004, Boston Partners formally “globalized” analyst research coverage of sectors and industries believing that the same time tested approach we use in the U.S. market would apply to a broad global universe of stocks.
The basis of this decision was our conviction that irrespective of where a company is headquartered, stock performance is driven by the same set of characteristics: attractive valuations, strong business fundamentals and a positive catalyst for change.
The effort also included a complete assessment of international accounting and reporting standard to ensure that our quantitative systems would show the same efficacy as they have in domestic markets. This also involved immersing our fundamental analysts in the analysis of foreign securities and globalizing the sector coverage outside of a purely domestic pool.
Two of the outputs of this effort are the Boston Partners Global Equity and the Boston Partners International Equity portfolios.