Insights

February 24, 2015 Articles
Duilio Ramallo and Boston Partners All-Cap Value Fund Profiled in Barron’s

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 Press Releases
Morningstar Names Boston Partners Long/Short Equity as 2014 U.S. Alternatives Fund Manager of the Year

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 07, 2014 Press Releases
Disciplined Value International Fund

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 Press Releases
Boston Partners Awarded Jackson National Mandate

(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.

May 01, 2014 White Papers
A Global Approach to Long/Short Investing May 2014

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.

February 14, 2014 Press Releases
Boston Partners Launches Global Long/Short Fund

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.

January 01, 2014 White Papers
U.S. Equities at a Crossroads?

Nearly five years after the panic of March 2009, when stock prices dropped to the lowest levels in recent history, the U.S. equity markets have returned to the range of fair value. At around 1,800 the S&P 500 Index is trading at about 16.5 times estimated 2013 earnings, priced for a fair rate of return in the long run of between 7 and 9% - in line with historical averages. As such, the equity markets look neither cheap nor overvalued.

October 01, 2013 Q&A
An Interview with Richard Shuster on Micro Cap Opportunities

Few managers can claim to have a true competitive advantage; the WPG Partners Micro Cap team is the exception. Led by Richard Shuster and Greg Weiss, the team immerses itself in finding, analyzing, and meeting with over 600 companies each year.

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