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>> 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. Please be aware you are being re-directed to our sub-advisor. Contact U.S. News Best Funds. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. Meanwhile, the fund also dabbles in small-cap stocks. Looking to invest globally outside the U.S. market? She works with many of our key domestic and international clients in a client service and relationship manager capacity. Mr. Strakosch holds a B.A. This indication is based on the costs over the last calendar year and may vary from year to year. Under normal market conditions, the fund invests significantly (ordinarily at least 40% - unless market conditions are not deemed. The higher the information ratio, the better. Mr. Cole holds a B.S. Paul Heathwood, CFA, Director of Investor Relations, provides insights on value versus growth. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP, Country report Pensions in Italy (July/August 2023), Portfolio strategy Fixed income & credit, IPE Top 500 Asset Managers 2023: Asset management at a pivotal point, Frances lower house votes for mandatory Say on Climate, Regulatory burden and outsourcing weighs on LGPS staff, UK roundup: Mitchells & Butlers scheme in 1.2bn buy-in with Standard Life, People moves: Pensions Management Institute elects new president, LD Pensions seeks managers for estimated 268m of alternatives, Print advertising rates and specifications, Digital advertising technical specifications (pdf), Standard Terms and Conditions for Event Sponsors. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPAVXs performance objective and investment process is for both security selection and portfolio construction. Prior to joining Boston Partners, he was a Compliance Manager, Assistant Vice President, at Natixis Investment Managers. /Font Boston Partners Global Equity Fund (BPGIX) - U.S. News The more spread out the data is, the higher the deviation. If you do not want to visit that page, you can click Return to Site below. Lastly, the fund makes use of shareholder rights and applies proxy voting in accordance with Robeco's proxy voting policy. He joined the firm in September 2021. Portfolio Holdings for Boston Partners - stockzoa The fund also targets a lower carbon footprint compared to the reference index. Robeco BP US Large Cap Equities outperformed the Russell 1000 Value Index in June, with stock selection driving the relative outperformance with industrials and healthcare leading the way. Financially material ESG factors are integrated in the bottom-up investment analysis to assess the sustainability risk profile of companies. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. endobj %-------------------------------------------------------------------------------------------------- He began his career in the investment industry in 2015. Keep track of fast-moving events in sustainable and quantitative investing, trends and credits with our newsletters. He began his career in the industry in 2013. Institutional Class Prospectus | Robeco Boston Partners Global Equity Fund | Institutional Class . Before joining the firm in May 2021, 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. Learn how it impacts everything we do, Do Not Sell or Share My Personal Information. She joined the firm in February of 2023. Mr. Frank began his career in the investment industry in 2021. /F3 63 0 R This ratio measures the risk-adjusted performance and allows the performance quality of different investments to be compared. >> The higher the ratio, the better, meaning that a greater return is achieved per unit of risk. The ex-post tracking error explains the distribution of past fund performances compared to those of its underlying benchmark. Use of different methods for preparing, calculating or presenting information may lead to different results. That's a fairly substantial overweight compared to both the S&P 500 and Morningstar's large-value category. Robeco Boston Partners Long/Short allocated about 1.64% of its total portfolio as of Aug. 31, according to Thomson Financial. Market data provided by Xignite. in Economics from the University of Pennsylvania. Robeco Boston Partners, a value equities specialist, is part of Robeco Investment Management, Inc. (www.robecoinvest.com), the U.S. asset management arm of Rotterdam-based global fund manager Robeco Group. Download as csv Download as Excel. Mr. Watson is responsible for relationship management and business development for the firms Public Fund and Taft-Hartley clients across the U.S. Mr. Strakosch is a member of the Leadership Advisory Council at The Cristo Rey Boston High School and a team captain for the Pan-Mass Challenge. In healthcare, distributor AmerisourceBergen and managed care company Cigna were both higher by 13%. degree in business management from Babson College. Mr. Thompson is an equity trading assistant for Boston Partners. Ms. Sheerin is a member of the Relationship Management team at Boston Partners and she joined this team in 2011. With a higher tracking error, the fund's returns deviate more from its index's returns, hence there is a greater chance that the fund may outperform. John Hancock Launches Disciplined Value Mid Cap Fund - PR Newswire He joined the firm in September 2021. By clicking submit, you are agreeing to our Terms and Conditions & Privacy Policy. Robeco Portfolio Trust: C/O BOSTON PARTNERS GLOBAL INVESTORS, INC., One Beacon Street, 30th Floor, Boston, US-MA, 02108, US: 2023-01-13: NEW TOWNHOUSE PROPERTY LLC : 4 0 obj % PdfSharp.Pdf.Structure.PdfMarkInformation Fundamental Value Equity - Robeco Robeco Boston Partners International Equity Fund (Second Prospectus Summary) | Robeco Boston Partners International Equity Fund SUMMARY SECTION Investment Objective The Fund seeks to provide long-term capital growth. She holds the Chartered Financial Analyst designation. degree in finance from Boston College. His primary responsibilities are Sales and Marketing Compliance, and Broker/Dealer regulatory oversight. Investors looking for a balanced blend of risk and return can consider these seven funds. ]|"Rm# P.m6/~TsO[?3.c.G~l6m:@y NZ>~cFdEy/:)7h+UM,iL?,dtZA^4 `c{5zPW~/e7ggS}:MP0m{s4amf7M8~Y@fdoZ/>|L4gzR_eH|(wOvW:ho;!60k]Gd^0AS?L)c:B`v`kK7pP[GhoHdM3/C"s&_:Vn$v:$z/ hw@ ~v6AgsQQ6$~m!^l!8?.\on$sy1s`KMers&$Bz C>ACM"aN(}z 5m6UhJ}luniY`!zROt-6HmeB!19,la"TAjIt|bP2J24w&t7Bf55Xe&CZ; 2]. The U.S. stock version, the Robeco Boston Partners Long/Short Research Fund, has grown . /Kids [9 0 R 280 0 R 342 0 R] Mr. Birmingham is Product Specialist for the Boston Partners value equity strategies based in the Boston office, responsible for clients, consultants and prospects outside of North America. Its bottom-up stock selection process seeks to find undervalued stocks and is guided by a disciplined value approach, intensive internal research and risk aversion. %PDF-1.4 He began his career in the industry in 2013. Boston Partners portfolios are built from the bottom up. Mr. Thompson holds a B.S. Dutch bodies that are subject to corporate-income tax are obligated to declare interest and dividend income, as well as capital gains in their tax return. The information contained in the Website is solely intended for professional investors within the meaning of the Dutch Act on the Financial Supervision (Wet op het financile toezicht) or persons which are authorized to receive such information under any other applicable laws. The maximum (i.e. Ms. Pattipati began her career in the industry in 2012. Through exclusions the fund avoids investments in issuers that are in breach of international norms or where activities have been deemed detrimental to society following Robeco's exclusion policy. The Information may contain data or analysis prepared by third parties and no representation or warranty about the accuracy of such data or analysis is provided. endobj He holds FINRA Series 3, 7, and 63 licenses, and the Chartered Financial Analyst designation. As of June 27, 2023, the fund has assets totaling almost $1.35 billion invested in 132 different holdings. degree in management from Rensselaer Polytechnic Institute. Investors will be watching upcoming Q2 earnings with an eye on whether there will be an economic slowdown and the possibility of a much-talked-about recession. For instance, Bank of America, whose struggles continued in 2010, and Citigroup, which fell apart in 2008 and 2009, both occupy prominent spots in the fund's portfolio. %-------------------------------------------------------------------------------------------------- These mutual funds offer income without taking on too much risk. The Fund . Mr. Frank was a student at Boston University where he earned a B.S. Within industrials, United Rentals led the way soaring 33%, WESCO International climbed 31% along with aerospace & defense company Howmet, building products businesses Allegion Public and Masco, all higher by 15% or more. This site is protected by reCAPTCHA and the Google degree in business administration with a concentration in finance and management information systems. 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. /Type /Pages He holds the Chartered Financial Analyst designation. The Fund's objective is long-term capital growth. Boston Partners US - New York 909 Third Avenue, 32nd floor New York, NY 10022 United States Tel: +12 12 908 9500 Fax: +12 12 908 9672 Website US - Boston One Beacon Street - 30th Floor Boston, MA 02108 United States Tel: + 16 17 832 8200 Fax: + 16 17 832 8222 Website Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions. Robeco Boston Partners International Equity Fund WHEREAS, The RBB Fund, Inc. (the "Company") is engaged in business as an open-end investment company registered under the Investment Company Act of 1940, as amended (the "1940 Act"); and PDF Part 2A of Form ADV: Firm Brochure - Morgan Stanley Sector allocation was mixed, with underweight exposure to utilities and no exposure to the troubled real estate sector adding value, while overweight exposure to information technology and healthcare detracted from the relative performance. 12 Jul, 2010, 09:46 ET BOSTON, July 12 /PRNewswire/ -- John Hancock Funds has completed the adoption of the Robeco Boston Partners Mid Cap Value Fund and has launched it as the newly. Number of months of negative benchmark performance in the underlying period. Prior to joining Boston Partners in November 2016, she was a business development associate at Geode Capital Management. Fund Directory: . Welcome to Boston Partners - Equity Investing Worldwide Entry Points | Time to Reconsider International Equities Mike McCune, Boston Partners Portfolio Analyst, discusses in Boston Partners latest Entry Points video. highest) absolute positive monthly performance in the underlying period. Companies with exciting growth stories can lure investors, while those that receive little fanfare can deter them. Before joining the firm in May 2021, 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. Portfolio Analyst Brandon Smith, CFA, CAIA, highlights the importance of adhering to a valuation discipline. Mr. Cole is a Consultant Relations Director, with distribution and relationship management responsibilities for consultants and investors in North America. He has fourteen years of experience. He has twenty years of investment experience. Sander Bus CIO High Yield, Portfolio Manager. Here's how to start investing in stocks, with details on where to invest, how much and who can help. All Rights Reserved. Mr. Frank is focusing his analytical efforts on equities within a variety of cyclical industries. degree from Fitchburg State University as well. Equity Analyst Volkan Gulen, CFA, discusses the state of the consumer sector. % Pages: 3 He began his career in the investment industry in 2011. Schwab offers a robust lineup of low-cost funds in addition to its brokerage services. Regardless of Article 8 or 9, the companies in which investments are made must follow good governance practices, and sustainable investments must not do any significant harm. Roman Boner CFA Senior Portfolio Manager. Machinery holdings Deere, Westinghouse Aire Brake Technologies and Fortive also had a strong month, with all the stocks returning 15%+. Download The Morningstar Rating for Funds (chapter: The Morningstar Rating: Three-, Five-, and 10-Year) on the Morningstar website. The selection of these stocks is based on fundamental analysis. In this role she has management responsibility for the firms client service associates and proposal team helping to ensure the clients needs are met with world class service and satisfaction while driving new business initiatives to develop and enhance relationships in our Institutional and Sub advisory businesses. Ms. Burke holds a M.A. Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions. He was responsible for original ESG/Sustainability research on companies held in Boston Partners portfolios. /Direction /L2R /K [11 0 R 17 0 R 22 0 R 24 0 R 70 0 R 71 0 R 72 0 R 73 0 R 83 0 R 84 0 R 85 0 R 86 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R 102 0 R 123 0 R 144 0 R 145 0 R 146 0 R 147 0 R 152 0 R 166 0 R 196 0 R 197 0 R 198 0 R 224 0 R 266 0 R 267 0 R 268 0 R 269 0 R 282 0 R 283 0 R 284 0 R 285 0 R 286 0 R 287 0 R 288 0 R 289 0 R 290 0 R 291 0 R 292 0 R 293 0 R 294 0 R 295 0 R 330 0 R 331 0 R 344 0 R 345 0 R 346 0 R 347 0 R] Highly flexible unconstrained value equity strategies, Strategies ranging across different market capitalizations: all cap, large cap and mid cap, Diversified bottom-up portfolios run by a stable and experienced team of investment professionals. Prior to this role, he joined the firm in June 2018 as an RFP Writer and Database Coordinator in the Marketing Department, where he supported all of the firms equity strategies. /StructTreeRoot 5 0 R /S /Document /Metadata 362 0 R She joined the firm in February of 2023. This strategy promotes, among other characteristics, environmental and/or social characteristics, which can include exclusionary screening, ESG integration, ESG risk monitoring and active ownership. /Producer (PDFsharp 1.50.4440-wpf \(www.pdfsharp.com\)) The Fund invests at least 80% of its net assets in a . We cast our net wide, scoring over 10,000 stocks worldwide every week, which enables us to efficiently identify bona fide candidates and provides a road map for our fundamental research. Mr. Zhao is an emerging markets industry analyst with Boston Partners specializing in fundamental research of stocks held in our Emerging Markets Equity products. Alpha measures the difference between a portfolio's actual return and its expected performance, given the level of risk, compared to the benchmark. in International Relations from the University of St. Andrews. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Pyle is a portfolio manager for Boston Partners Large Cap Value portfolios. Rorento, Robeco's first bond fund, was founded in 1974 as an answer to the oil crisis in 1973. Ms. Burke holds a M.A. in East Asian Studies from Duke University and a B.A. An exceptional manager and a time-tested approach earn Boston Partners All Cap Value a Morningstar Analyst Rating of Silver for both share classes. Offering market capitalization focused, concentrated, international, global, and emerging markets strategies. Investors in a higher income tax bracket can reap significant savings with these municipal bond funds. The fund is established in Luxembourg and is subject to the Luxembourg tax laws and regulations. We construct well-diversified portfolios that consistently reflect these three characteristics which we call three circles - applying simple rules that aim to limit downside risk, preserve capital and maximize the power of compounding. Prior to this role, he joined the firm in June 2018 as an RFP Writer and Database Coordinator in the Marketing Department, where he supported all of the firms equity strategies. Listen here Entry Points | Valuation Discipline, Risk and Pricing He serves on the Gold Leadership Council at Boston College and is a Class Agent at The Belmont Hill School. /Lang (en-US) degree in economics from the College of the Holy Cross. %-------------------------------------------------------------------------------------------------- High conviction fund seeking companies that enable the low carbon transition, Systematically investing in low volatility stocks in developed and emerging countries, Investing in the best earnings potential in the most promising Emerging Markets, Global value approach with focus on 'characteristics that work': Valuation, Fundamentals and Momentum. Mr. Strakosch is responsible for business development and relationship management of the firms Public Fund and Taft-Hartley clients. Get access to the news, research and analysis of events affecting the retirement and institutional money management businesses from a worldwide network of reporters and editors. The fund has returned -3.32 percent over the past year, 14.23 percent over the past three years, and 6.87 percent over the past five years. degree in economics from Duke University and a M.B.A. from NYUs Stern School of Business. degree in Asian Studies from Dartmouth College. If you want investment income, these bonds lead the list in 2023. Robeco International | Pure play asset management He is a member of the GIPS Committee and the Governance Committee. In particular, when certain types of companies are overlooked by the market, management likes to find value opportunities and scoop up underpriced shares. Prior to joining Boston Partners, he was a Compliance Manager, Assistant Vice President, at Natixis Investment Managers. %-------------------------------------------------------------------------------------------------- /Fm2 151 0 R Mr. Pyle joined the firm from State Street Research where he was a research analyst and associate portfolio manager in their equity value group. degree in finance from the Carroll School of Management at Boston College and holds the FINRA securities licenses 7 and 63. He began his career in the industry in 2004. We sell different types of products and services to both investment professionals and individual investors. As part of the Sustainability and Engagement Team, Mr. Reid manages the proxy voting process on behalf of the Governance Committee, prepares all engagement materials with issuers regarding proxy matters and does original ESG research on issuers held in Boston Partners portfolio. Previously, he was at Putnam Investments responsible for marketing Putnam Investment solutions to Financial Advisors at the wire house firms. In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. He received a B.A. /Keywords (ReportSnapshotId:87CED77E-9A41-4704-9532-8E54C12ABCF4) Mr. Donovan began his career in the investment industry in 2022. Positions held by Robeco Investment Management consolidated in one spreadsheet with up to 7 years of data . The Boston Partners Asset Management mutual fund family was renamed the Robeco Boston Partners Funds, said Pamela Cantor, Robeco spokeswoman. /F2 34 0 R Sign up and get the best of News delivered straight to your email inbox, free of charge. 2 0 obj % PdfSharp.Pdf.Advanced.PdfCatalog Mr. White is a portfolio manager on Boston Partners Global and International strategies. Keep track of fast-moving events in sustainable and quantitative investing, trends and credits with our newsletters. Prior to this, he was a Research Analyst for the Boston Partners Sustainability and Engagement Team.