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Finding the right wave points in equities

US equities

US equities

U.S. value equity

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
For more than two decades, the investment team has utilized these fundamental truths to build portfolios that seek to produce attractive absolute returns that outpace market averages and rank at the top of industry peer groups.
 
The source of our investment returns is security selection achieved through bottom-up fundamental research. Additionally, quantitative analysis is utilized to guide the fundamental work. When both are combined, they help uncover the three most important determinants of a successful equity investment: the price paid for the business, the underlying strengths of the business and the direction, positive or negative, of current business conditions.

We follow these “investment laws of physics” to build a diversified portfolio of stocks that, when properly constructed, has an increased probability of success. For us, successful investing is executed at the margins where seemingly small gains can lead to long-term success.

About RIM

Robeco’s US equities capabilities are managed by Robeco Investment Management (RIM).

Robeco Investment Management (RIM), doing business as Boston Partners (BP), is made up of three affiliates. Boston Partners is a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process.

In addition to Boston Partners value equity strategies, the Boston Partners brand includes WPG Partners, Small & Micro Cap value strategies and Redwood’s Equity Volatility strategy. The investment processes of each are separate and independent, enabling clients to fully benefit from each specialist expertise.
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