robeco boston partners fund

The higher the ratio, the better, meaning that a greater return is achieved per unit of risk. She also held several financial services related internships including working for Merrill Lynch Global Wealth Management and State Street Global Advisors. The selection of these stocks is based on fundamental analysis. 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. Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions. He serves on the Gold Leadership Council at Boston College and is a Class Agent at The Belmont Hill School. Standing firm in our investment process and trading carefully, Leaning towards stocks that are attractively priced relative to their fundamentals, This has been a core expertise for us for decades, Team has long-term experience and low turnover. Mr. Donovan holds a B.A. /CreationDate (D:20220114003816-05'00') More information about Robeco Institutional Asset Management B.V. A consumer? << Prior to that, Ms. Burke spent fifteen years at Putnam Investments as Director of Client Service managing day-to-day oversight of their Japan and North American clients, and before that, two years as an Account Executive and Proposal Writer at Fidelity Investments in their institutional division. He has thirty-four years of investment experience.Mr. %-------------------------------------------------------------------------------------------------- Morningstar calls this fund a "core" holding. This percentage indicates the number of months in which the fund outperformed in a given period. Mr. Birmingham holds a B.A. Mr. Watson is responsible for relationship management and business development for the firms Public Fund and Taft-Hartley clients across the U.S. Boston Partners portfolios are built from the bottom up. BPAM is a subsidiary of Robeco USA, which acquired the remaining 40% stake in Boston Partners a year ago. Prior to this role, he was a global generalist providing fundamental research on global equities. 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. in International Relations from the University of St. Andrews. A beta of less than 1 means that the portfolio will be less volatile than the benchmark. For Release: Upon Receipt CONTACT: BETH MCGOLDRICK (617) 663-4751 bmcgoldrick@jhancock.com John Hancock Launches Disciplined Value Mid Cap Fund Firm expands core value choices with adoption of Robeco Boston Partners' 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 . He joined the firm in 2023 from AllianceBernstein where he was a vice president in the Institutional Client Group with responsibility for Public Fund and Taft-Hartley clients throughout North America. Go to the Robeco consumer websites. Copyright Morningstar, Inc. All Rights Reserved. National Research ( NRCI) isn't widely held by mutual funds. << Machinery holdings Deere, Westinghouse Aire Brake Technologies and Fortive also had a strong month, with all the stocks returning 15%+. Mr. Stansky holds a B.S. Main Office /Parent 8 0 R 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. This website uses cookies. However, their parameters might deviate. pension funds) are not taxed on the achieved result. Portfolio managers are the final decision makers and every investment professional is accountable for the holdings in our portfolios.These strategies are sub-advised by Boston Partners, like ourselves a fully owned subsidiary of ORIX. Paul Heathwood, CFA, Director of Investor Relations, provides insights on value versus growth. He joined the firm in September 2021. He began his career in the industry in 2013. He holds the Chartered Financial Analyst designation. He joined the firm in August 2022. 685 1784 92. He joined the firm in November 2021. Mr. Pyle joined the firm from State Street Research where he was a research analyst and associate portfolio manager in their equity value group. The Separate Account was established 5/23/2005. 10 0 obj % PdfSharp.Pdf.Advanced.PdfContent Mr. Cole is a Consultant Relations Director, with distribution and relationship management responsibilities for consultants and investors in North America. degree in business administration with a concentration in finance and management information systems. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. 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. % PDFsharp Version 1.50.4440.0 (verbose mode) The process begins with quantitative scoring and screening to cull a target-rich subset universe, based on the three circles. Beta is used to calculate the level of risk compared to the benchmark.. Investors in a higher income tax bracket can reap significant savings with these municipal bond funds. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. 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. Mr. Frank is an equity research analyst with Boston Partners. Its portfolio consists of shares. In addition, where a stock issuer is flagged for breaching international standards in the ongoing monitoring, the issuer will become subject to engagement. Mr. Strakosch holds a B.A. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. His primary responsibilities are Sales and Marketing Compliance, and Broker/Dealer regulatory oversight. Prior to this, he was a Research Analyst for the Boston Partners Sustainability and Engagement Team. /Kids [9 0 R 280 0 R 342 0 R] All Rights Reserved. Ms. Sheerin is a member of the Relationship Management team at Boston Partners and she joined this team in 2011. He is responsible for strategic and tactical operating decisions affecting the firm. Mr. Zhao is an emerging markets industry analyst with Boston Partners specializing in fundamental research of stocks held in our Emerging Markets Equity products. Mr. Watson earned a B.A. Mr. White holds a B.A. The Advisor pursues the fund's objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a non-diversified portfolio of. 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. Discover Robeco's funds: our fund selector gives full details of our investment products, from equities and fixed income, to sustainability and quant. 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. Portfolio Holdings for Boston Partners. Mr. Donovan began his career in the investment industry in 2022. An exceptional manager and a time-tested approach earn Boston Partners All Cap Value a Morningstar Analyst Rating of Silver for both share classes. /S /Document The U.S. stock version, the Robeco Boston Partners Long/Short Research Fund, has grown . While more than two-thirds of its portfolio was, as of the end of 2010, invested in large-cap companies, the fund also has significant exposure to mid-cap names. Thank you for visiting Boston Partners. /Count 3 Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. He began his career in the industry in 2013. Vanguard has a plethora of investment options to satisfy a variety of investor objectives and risk tolerances. Mr. Pyle holds the Chartered Financial Analyst designation. /Title (Mid Cap Value / Robeco Boston Partners Fund) The Fund's objective is long-term capital growth. He joined the firm in January 2023 from Intech, where he was a member of the consultant relations team. Keep track of fast-moving events in sustainable and quantitative investing, trends and credits with our newsletters. The services to which the Information relate areNOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws and must not be relied or acted upon by any other persons. %-------------------------------------------------------------------------------------------------- Mr. Frank began his career in the investment industry in 2021. Whether you're on the verge of retiring, or just starting to plan for it, these Vanguard funds can be great investment options. Robeco All Cap Value has rewarded patient investors. The more spread out the data is, the higher the deviation. Prior to joining our firm in June 2011, she was a Client Service Representative at Putnam Investments. 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. How we use your information depends on the product and service that you use and your relationship with us. >> More information about Robeco Institutional Asset Management B.V. A consumer? He holds the series 7, 24 registrations. The Fund . << The fund is subject to an annual subscription tax ('tax d'abonnement') in Luxembourg, which amounts to 0.01% of the net asset value of the fund. /CS /DeviceRGB Suite 3200 Ms. Burke is the Head of Client Service for Boston Partners. Portfolio Analyst Brandon Smith, CFA, CAIA, highlights the importance of adhering to a valuation discipline. /P 5 0 R Mr. Strakosch is responsible for business development and relationship management of the firms Public Fund and Taft-Hartley clients. He joined the firm from The Boston Company where he was Senior Vice President and equity portfolio manager. 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. He holds the series 7, 24 registrations. Robeco USA will manage approximately e30bn in assets - 30% of Robeco's total assets under management. 685 Third Avenue We sell different types of products and services to both investment professionals and individual investors. % Objects: 362 >> /GS0 12 0 R Mr. Donovan joined Boston Partners in February 2022. /Metadata 362 0 R The fund is primarily composed of stocks with a market capitalization of more than USD 2 billion. In finance, standard deviation is applied to the annual rate of return of an investment to measure the investment's volatility (risk). The selection of these stocks is based on fundamental analysis. /ExtGState 3 0 obj % PdfSharp.Pdf.PdfViewerPreferences She holds the Chartered Financial Analyst designation. /Lang (en-US) NETHERLANDS/US- Dutch asset manager Robeco, part of the Rabobank Group, has acquired a 60% participating interest in Boston Partners Asset Management, adding the final piece in Robeco's establishment of new company Robeco USA. He holds the Chartered Financial Analyst designation and has twelve years of industry experience. Go to the Robeco consumer websites. This flexible approach allows management to adjust the fund's average market cap as conditions demand. /Length 8510 /Marked true Fund Directory: . Ms. Sheerin began her career in the industry in 2009. See Boston Partners Long/Short Equity Fund performance, holdings, fees, risk and . Institutional Class Prospectus | Robeco Boston Partners Global Equity Fund | Institutional Class . Brandon Smith, CFA, CAIA, explains how a value-oriented long/short equity strategy can potentially reduce volatility and create an opportunity for profit by separating the winners from the losers. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. 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. 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 2 0 obj % PdfSharp.Pdf.Advanced.PdfCatalog %-------------------------------------------------------------------------------------------------- 2021 Boston Partners. %-------------------------------------------------------------------------------------------------- Mr. Donovan is focusing his analytical efforts on Emerging Markets equities. Investors residing outside the Netherlands are subject to their respective national tax regime applying to foreign investment funds. For example, a fund with a tracking error of 4% and an excess return of 2% over benchmark has an information ratio of 0.5, which is quite good. /ViewerPreferences 3 0 R Mr. Stansky is an equity research analyst with Boston Partners specializing in the IT services, data processors, and transportation sectors of the equity market. By clicking submit, you are agreeing to our Terms and Conditions & Privacy Policy. 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. In prior roles, Mr. Watson was with The Boston Company Asset Management as a Client Service Analyst, and he started his career at State Street Global Services. 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. /Group >> /Type /StructElem He began his career in the investment industry in 2015. He has deep experience analyzing and understanding capital intensive commodity oriented businesses. He was responsible for original ESG/Sustainability research on companies held in Boston Partners portfolios. The funds are the All-Cap Value Fund, Large Cap Value Fund, Mid Cap Value Fund, Small Cap Value Fund II and Long/Short Equity Fund. The maximum (i.e. To the extent that you rely on the Information in connection with any investment decision, you do so at your own risk. Nothing on this website shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Mr. White is a portfolio manager on Boston Partners Global and International strategies. By clicking Accept all cookies, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions. 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. Read our Cookie Policy to find out more. According to the fund's prospectus: "Robeco examines various factors in determining the value characteristics of [stocks], including price to book value ratios and price to earnings ratios. >> He was one of the founding partners of Boston Partners Asset Management in 1995. Ms. Burke holds a M.A. Copyright 19972023 IPE International Publishers Limited, Registered in England, Reg No. He also holds the FINRA Series 7 and 63 licenses and began his career in the industry in 1990. Number of months of positive benchmark performance in the underlying period. Mr. Donovan is focusing his analytical efforts on Emerging Markets equities. She works with many of our key domestic and international clients in a client service and relationship manager capacity. 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. The fund is established in Luxembourg and is subject to the Luxembourg tax laws and regulations. endobj The Parent Pillar is our rating of BPAVXs parent organizations priorities and whether theyre in line with investors interests. 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.