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European equity

European equities

European equities

Conservative Equities

Robeco's conservative equity strategies are designed to capture the equity premium with substantially lower downside risk. The strategy has an absolute risk/absolute return focus, aiming to maximize risk-adjusted returns.

Robeco conservative equity is managed on the basis of a purely bottom-up driven investment approach. It combines the outcome of our proprietary quantitative stock selection model for conservative equity with a disciplined portfolio construction algorithm and a unique set of risk controls.

Stock selection is the sole performance driver used, as determined by our quantitative stock selection model for conservative equity. This model is based on one of the oldest documented market anomalies: the low-risk anomaly. It was built, based on award-winning research by Robeco, on the notion that low-risk stocks realize superior long-term returns over higher-risk stocks.

Highlights
  • Innovator in low-risk investing since 2006 based on award winning research
  • Approach based on the low-risk anomaly
  • Systematic research driven investment approach
  • Long-term equity returns at distinctly lower downside risk than that of a reference index
  • Focus on equity capital preservation and risk-return profile
  • Unique in-house developed model and portfolio construction algorithm
  • Dedicated and experienced investment team.

Core Strategies

Sustainability trends such as climate change, resource scarcity or demographic change shape the competitive environment in which companies operate by introducing long-term challenges and opportunities. As a business approach that embraces opportunities and manages risks deriving from such economic, environmental and social developments, corporate sustainability is an early indicator of future business success.

RobecoSAM firmly believes that a company’s sustainability performance contributes to its long-term financial success and that sustainability leaders are therefore well-positioned to outperform their peers over the long run. By integrating sustainability considerations into financial analysis, RobecoSAM can additional insight into companies’ management quality, facilitating the selection of sustainability leaders that offer the potential for attractive long-term returns.

RobecoSAM’s Sustainability Core Strategies are actively managed equity portfolios that enable investors to capture the alpha potential of investing in sustainability leaders, while offering diversified exposure to global or European equities.

Highlights
  • RobecoSAM is a pioneer in integrating sustainability information into financial analysis, as proven by various awards from within the industry
  • RobecoSAM’s sustainability research leads to investment foresight resulting in risk mitigation and early identification of opportunities
  • RobecoSAM’s Sustainable Core Strategies combine RobecoSAM`s knowledge on sustainability themes with unparalleled bottom up sustainability information on individual companies
  • Diversification of alpha by combining different sources of excess return
  • An actively managed strategy that invests in a concentrated portfolio of sustainable companies and gives investors the opportunity to earn attractive returns

Boston Partners

In August 1987, founding partners of Boston Partners Asset Management outlined their thoughts about investing. Now known within Robeco Boston Partners as “The Fundamental Truths,” the key principles that guide our investment approach were laid out as follows:

  • What works is what beats market averages over long time periods
  • Value works
  • Momentum works
  • Fundamental analysis must be grounded in value and momentum thinking
  • Quantitative methods should be the starting point of fundamental analysis

In 2005, Robeco Boston Partners formally “globalized” analyst research coverage of sectors and industries believing that the same time tested approach we use in the US would apply to a broad global universe of stocks. Since these efforts took place, Boston Partners has managed a Global Fund (Robeco BP Global Premium Equities) which has had significant exposure to the European continent.

Our experience investing in Europe led to the 2015 to create the European Equity strategy that is the basis for this fund. The fund, much like the Global strategy, has an objective to find the best combination of value, business fundamentals and momentum while taking a flexible approach to market capitalization and country exposure, without specific regard to industries, sectors or currencies.

Boston Partners Asset Management is a specialist boutique within Robeco Investment Management (RIM).


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ConservativeEuropean Conservative Equities I EUR
SustainableRobecoSAM Sustainable European Equities I EUR
Boston Partners
European Premium Equities I EUR
For a complete overview of the available share classes, please visit the Product Selector.

RobecoSAM

Switzerland-based RobecoSAM is an investment specialist that focuses exclusively on sustainability investing.

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