Boston Partners Insights Series

Portfolio Manager David Kim Discusses the Vital Role of 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.

Access other episodes of the Boston Partners Insights Series here:

Analyst Aaron DeCoste Shares His Perspective on Energy

Healthcare Equities Analyst Andrew Hatem, CFA, Shares His Perspective on the Coronavirus, Vaccinations, and the Election’s Impact on Healthcare

Fundamental Analyst Paul Donovan, CFA, Dives Into Gaming, Leisure & Lodging

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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