Insights Series | Semiconductors

Tune in to the Boston Partners Insights Series, going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.

This edition features a conversation with David Kim, Emerging Markets Portfolio Manager, about the world and inner workings of semiconductors, their broad reach, and what we consider as an investor and active manager. Listen to the podcast below.

To read a transcript of this podcast, please click here.

Important Disclosure Information:
Important Disclosure Information: This podcast is provided for informational purposes only and should not be considered an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own as of the date of the recording, June 22, 2021, and do not necessarily represent the views of Boston Partners or its affiliates. Any such views are subject to change at any time based upon market or other conditions and Boston Partners disclaims any responsibility to update such views. Any forward-looking statements are not guarantees of future performance and actual results or developments may differ materially from those projected. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of Boston Partners. Please consult your tax or financial advisor for additional information concerning your specific situation. This video cannot be used for commercial purposes.

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In this Insights Series podcast, Paul Donovan, CFA, discusses the gaming, leisure, and lodging industries. Listen here.
How U.S. political changes may impact Emerging Markets.
Director of Global Markets Research Mike Mullaney on market drivers and his outlook for the month ahead.

John Zhao

Research Analyst

Mr. Zhao holds a Bachelor of Arts degree from the Richard Ivey School of Business at Western University and an MBA from Harvard Business School. He has six years of industry experience.

Mr. Zhao is an emerging markets industry analyst with Boston Partners specializing in fundamental research of stocks held in our Emerging Markets Equity products. Prior to his role at Boston Partners, Mr. Zhao worked as a Private Equity Associate in Salt Lake City and an Investment Banking Associate in Hong Kong.

Pedro Folkerts

Research Analyst

Mr. Folkerts was a student at Tufts University, where he earned a B.A. degree in economics and international relations.

Mr. Folkerts is an equity research analyst with Boston Partners. Mr. Folkerts is focusing his analytical efforts on Emerging Markets equities.

Jonah Frank

Research Analyst

Mr. Frank was a student at Boston University where he earned a B.S. degree in business administration with a concentration in finance and management information systems.

Mr. Frank is an equity research analyst with Boston Partners. Mr. Frank is focusing his analytical efforts on equities within a variety of cyclical industries.

Edward Stansky

Research Analyst

Mr. Stansky holds a B.S. degree in economics from Duke University and a M.B.A. from NYU’s Stern School of Business. He has five years of investment experience.

Mr. Stansky is an equity research analyst with Boston Partners and has generalist coverage responsibilities. Prior to this role, he worked as a high yield and leveraged loan analyst at DDJ Capital and as an investment banking analyst in debt advisory at BofA Merrill Lynch.

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Marlon Thompson

Equity Trading Assistant

Mr. Thompson holds a B.S. degree in finance from Boston College. He has ten years of industry experience.

Mr. Thompson is an equity trading assistant for Boston Partners. Prior to assuming this role, he worked as a portfolio operations analyst. Before joining the firm, Mr. Thompson held several roles including Vice President of Operations at Benefit Street Partners LLC and positions at International Fund Services (IFS) and Pioneer Investments.

Kara Pattipati, CFA

Relationship Manager

Ms. Pattipati holds an M.A. in International Relations from the University of St. Andrews. She holds the Chartered Financial Analyst® designation. Ms. Pattipati has nine years of industry experience.

Ms. Pattipati is a member of the Relationship Management team at Boston Partners. She works with many of our key domestic and international clients in a client service and relationship manager capacity. Prior to joining Boston Partners in 2016, she was a business development associate at Geode Capital Management.

Elizabeth Sheerin

Relationship Manager

Ms. Sheerin holds a B.S. degree in business management from Babson College. Ms. Sheerin has twelve years of industry experience

Ms. Sheerin is a member of the Relationship Management team at Boston Partners and she joined this team in 2011.  She works with many of our key domestic and international clients in a client service and relationship manager capacity. Prior to joining our firm, she was a Client Service Representative at Putnam Investments. She also held several financial services related internships including working for Merrill Lynch Global Wealth Management and State Street Global Advisors.

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Insights Series | Gaming

A conversation with Lawrence Chan, Equity Analyst who covers Gaming.

Insights Series | Semiconductors

Portfolio Manager David Kim discusses the vital role of semiconductors.

Insights Series | Energy

In this Insights Series, analyst Aaron DeCoste examines the current landscape of energy.