Boston Partners’ Brad Brezinski Published in WealthManagement.com
In April, Boston Partners’ Brad Brezinski, an equity product specialist, published a bylined article in WealthManagement.com. The article, “Awaiting an Idling Value Cycle,” discusses the current market landscape and opportunities available to value investors who adhere to a consistent philosophy and process.
Josh Jones Op/Ed Looking at Concept Stocks Published in Investment Week
In early April, Boston Partners’ Josh Jones, a portfolio manager on Boston Partners Global Equity and International Equity strategies, published a bylined article in Investment Week. The op-ed explored the opportunity for liquid alts investors to find compelling short positions within the growing pool of concept stocks at the tail end of an extended cycle.
Boston Partners' Paul Korngiebel published in Pensions and Investments
Boston Partners’ Paul Korngiebel, lead portfolio manager of the firm's emerging markets long/short equity strategy, recently published a bylined article in Pensions & Investments titled, "Finding a back door for long/short strategies in China." In the piece, Korngiebel describes how experienced long/short investors can exploit market inefficiencies in China caused by regulatory overreach to hedge against risk.
Watch Out When Value Returns to Favor!
Growth has outperformed value for the better part of the last decade. In early September of this year, we witnessed one of the most abrupt momentum to value reversals in equity market leadership in the past 30 years. Will this mark the beginning of a shift in leadership?