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.
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.
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.
Boston Partners’ Mark Donovan Published in Fund Strategy
In September, Mark Donovan, co-chief executive officer and lead portfolio manager for Boston Partners’ Large Cap Value portfolios, authored a contributed article that appeared in Fund Strategy, a U.K.-based publication that caters to investment intermediaries. The article discusses the persistence of value strategies over time, even amid an era that has been defined by an accommodative monetary policy and inflated market valuations.
Boston Partners’ Paul Korngiebel Published in Pensions & Investments
In September, Paul Korngiebel, lead portfolio manager on the Emerging Markets Long/Short Equity strategy, published a bylined article in Pensions & Investments, which highlights the value of a long/short strategy in the emerging markets. The article, “Emerging Markets Without the Volatility” explains why a long/short strategy in the emerging markets could be attractive to investors who otherwise could not handle the volatility of traditional, long-only emerging markets exposure.
Boston Partners’ Daniel Farren Published in P&I
In January, Boston Partners’ Daniel Farren published a contributed article in Pensions & Investments that highlights why diversification, borne out of rigorous analysis and high conviction, can yield returns in line with far more concentrated portfolios, though with lower risk and reduced volatility.
Boston Partners Long/Short Equity Fund Wins 2016 Lipper Fund Award
BOSTON, March 29, 2016 — 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 Lipper Fund Awards 2016 winner in the category of Alternative Long/Short Equity Funds for the 10-year period ending November 30, 2015.
P&I Features Portfolio Manager Todd Hawthorne of Boston Partners Redwood strategy
Todd Hawthorne, the Lead Portfolio Manager of Boston Partners’ Redwood strategy, in an article published by Pensions & Investments, discussed the recent re-introduction of volatility to the U.S. equities market, highlighting that while market fluctuations can wreak havoc on asset allocations, portfolio managers have at their disposal strategies that feed off of and benefit from the growing perception of risk.
Boston Partners Long/Short Equity Fund Wins 2015 Lipper Fund Award
BOSTON, April 1, 2015 — Boston Partners, a premier provider of value equity investment products, today announced that the Boston Partners Long/Short Equity Fund was recognized at the Lipper Fund Awards in the category for best Alternative Long/Short Equity Fund, Institutional Shares, for the 10-year period, ending November 30, 2014.
P&I Features Article from Boston Partners’ Chris Hart
Boston Partners equity portfolio manager Christopher Hart provided commentary to Pensions & Investments through a contributed article that was published in the second week of February. The Article, “Europe Ripe for Active Strategies,” explored the appealing opportunity set that is developing for value-focused investors in the UK and Continental Europe.
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.
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.
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.
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.
Kerry James Named Head Of Institutional Distribution
May 30, 2013 Boston, MA Robeco Investment Management announced today that Kerry James has been named Head of Institutional Distribution effective June 1. She will be based in Boston and be responsible for institutional sales, consultant relations, relationship management and marketing services. Ms. James will be assuming the responsibilities of Paul Healey, who has announced that he is retiring at the end of June.
John Hancock Launches Disciplined Value Mid Cap Fund
BOSTON, July 12, 2010 – John Hancock Funds has completed the adoption of the Robeco Boston Partners Mid Cap Value Fund and has launched it as the newly established John Hancock Disciplined Value Mid Cap Fund (JVMAX).
John Hancock Funds Launches Disciplined Value Fund
BOSTON, January 12, 2009 – John Hancock Funds has completed the adoption of the Robeco Boston Partners Large Cap Value Fund and has launched it as the newly established John Hancock Disciplined Value Fund (JVLAX).