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 12/31/20. The fund's latest filing disclosed 64BN in positions, representing 87% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/07 to 12/31/20. The fund's latest filing disclosed 64BN in positions, representing 87% of the manager's regulatory AUM.
BOSTON PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOSTON PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JNJ | 1.78% | Health | 1.97% | -0.04% | 1 | 28% | ||
| JPM | 1.74% | Financials | 22.86% | 0.03% | 1 | 35% | ||
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FEATURED IN
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.
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.
BOSTON PARTNERS Portfolio Concentration
BOSTON PARTNERS Location
909 THIRD AVENUE
32ND FLOOR
NEW YORK, New York
UNITED STATES, 10022
32ND FLOOR
NEW YORK, New York
UNITED STATES, 10022
BOSTON PARTNERS Contact Information
Phone Number: 212-908-9500
Fax Number: 212-908-0195
Website: null
Fax Number: 212-908-0195
Website: null
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