BOSTON PARTNERS Overview

Boston Partners is an investment advisor that manages 73.7 BN dollars in regulatory AUM and has 136 employees, of which 50 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/07 to 09/30/16. The fund's latest filing disclosed 72BN in positions, representing 97% of the manager's regulatory AUM.

BOSTON PARTNERS StockAlpha

+0.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BOSTON PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 2.29% Health -5.3% -0.02% 1 34%
JPM 2.26% Financials 27.17% 0.05% 1 35%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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BOSTON PARTNERS Founders and Key Employees

Name Title In Position Since
William G. Butterly Chief Operating Officer And Chief Compliance Officer July-2008
Joseph F. Feeney Co-Ceo July-2008
Lena M. Boeren Director December-2007
Mark E. Donovan Co-Ceo July-2008
Matthew J. Davis Chief Financial Officer July-2008
Roderick M. Munsters Director September-2009
Martin Mlynar Director August-2011

BOSTON PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

BOSTON PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis and Investment Strategies Used
8.A.1. Boston Partners


Boston Partners’ investment philosophy is grounded in certain “fundamental truths” to investing (“Three
Circle”), each proven to have worked over meaningful periods of time and in a variety of market environments:

1. Low valuation stocks outperform high valuation stocks
2. Companies with strong fundamentals, e.g. high and sustainable returns on invested capital, outperform companies with weak fundamentals.
3. Stocks with positive business momentum, e.g. rising earnings estimates, outperform stocks with negative business momentum.

Boston Partners constructs well-diversified portfolios that consistently possess these three characteristics; they are simple rules that limit downside risk, preserve capital and maximize the power of compounding. Get the Full Report

BOSTON PARTNERS Portfolio Concentration

BOSTON PARTNERS Location

909 THIRD AVENUE
32ND FLOOR
NEW YORK, New York
UNITED STATES, 10022

BOSTON PARTNERS Contact Information

Phone Number: 212-908-9500
Fax Number: 212-908-0195
Website:

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Disclaimer

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