Boston Partners’ Josh Jones Featured in IPE
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.
Boston Partners' Todd Hawthorne Published in Pensions & Investments
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.
A Global Approach to Long/Short Investing May 2018
Even after a five year run up in the U.S. equity markets, many investors still have ample memories of the financial crisis of 2008. Investors are uncertain of where to invest that will offer some protection against market volatility and also mitigate drawdown risk. As a result, “liquid alternatives” have seen tremendous asset flows.
Finding Alpha with Active Managers
Many investors are convinced that alpha has disappeared from U.S. equity markets and prefer to use passive investment tools such as exchange traded funds (ETFs) to broadly gain exposure to these markets. The problem with this approach is that it gives up any chance of outperformance and forces an investor to settle for benchmark returns minus fees.
Boston Partners Long/Short Equity Fund Wins 2018 Lipper Fund Award
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.