Kiplinger Highlights Boston Partners’ Global Long/Short Fund

Kiplinger Highlights Boston Partners’ Global Long/Short Fund

Kiplinger recently highlighted Boston Partners’ Global Long/Short Fund in an article, “9 Great Alternative-Strategy Funds for Volatility,” in which it described the strategy as a “pioneer” in long-short mutual funds. The article, published on May 26, 2022, also featured commentary from Portfolio Manager Josh Jones, in which Jones notes on similarities between current markets and the end of the “Nifty Fifty” era in the 1970s.

Read the full article online here.

Jones is a portfolio manager on Boston Partners’ Global Equity and International Equity strategies. Prior to joining Boston Partners, he was a research analyst specializing in the energy, metals, and mining sectors of the equity market. He holds a B.A. degree in economics from Bowdoin College as well as a Chartered Financial Analyst designation.

About Boston Partners

Boston Partners Global Investors, Inc. (“Boston Partners”), is an SEC-registered Investment Adviser. Boston Partners is a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. In addition to Boston Partners value equity strategies, the Boston Partners brand includes Weiss, Peck & Greer Partners (“WPG Partners”) Small & Micro Cap Value strategies. The investment processes of Boston Partners and WPG Partners are separate and independent, enabling clients to fully benefit from each specialist expertise.

Important Disclosure Information

The views expressed by Boston Partners’ employees reflect those of the author as of the date of the article. Any such views are subject to change at any time based on market and other conditions and Boston Partners disclaims any responsibility to update such views. The information provided does not constitute investment advice and it should not be relied on as such.

The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher. Performance is in USD. Please click here for standardized performance and returns current to the most recent month-end holdings, prospectus and other important Fund information: boston-partners.com/fund/bp-global-ls-fund. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Shares of Boston Partners Funds are distributed by Quasar Distributors, LLC, Milwaukee WI.
 
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Jack Birmingham

Product Specialist

4 Years of Investment Experience

4 Years at Boston Partners

Mr. Birmingham holds a B.A. degree in Political Science from Hobart College.

Mr. Birmingham is a Product Specialist for the Boston Partners Value Equity strategies based in the Boston office, responsible for clients, consultants and prospects outside of North America. Prior to this role, Mr. Birmingham joined the firm as an RFP Writer and Database Coordinator in the Marketing Department, where he supported all of the firm’s equity strategies.

Matthew Donovan

Equity Analyst

Mr. Donovan holds a B.A. in Economics from the University of Pennsylvania.

Mr. Donovan is an equity analyst with Boston Partners. Mr. Donovan is focusing his analytical efforts on Emerging Markets equities. Prior to this, he was a Research Analyst for the Boston Partners Sustainability and Engagement Team. He was responsible for original ESG/Sustainability research on companies held in Boston Partners’ portfolios. Mr. Donovan holds a B.A. in Economics from the University of Pennsylvania. He has one year of experience.

John Zhao

Equity 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.

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Jonah Frank

Equity 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

Equity 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 six 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 ten 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 thirteen 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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