Same strategy for all funds

Robeco Boston Partners has the same philosophy across all its investment funds as it adheres to the three circles approach for each one. The principles are applied unilaterally to the Global Premium Equities Fund, the US Premium Equities Fund, the US Large Cap Equities Fund and the US Select Opportunities Equities Fund which targets mid cap companies.

That means an investor can enjoy the same philosophy across all funds and does not need to worry about different strategies being applied to each one, each with their own pros and cons. This uniformity can give investors confidence that the strategies won’t change across asset classes.

“The most important aspect is that the Boston Partners approach is used across every product in the same way,” says Chris Hart, portfolio manager of the Global Premium Equities Fund. “The firm has been strong at taking a simple philosophy and process. We stick to it and apply it to different opportunity sets.”

“The different portfolios of Robeco Boston Partners show the same characteristics. We look for companies with a higher than average return on invested capital and earnings momentum that are better than that of the wider market. We maintain a high level of discipline to ensure that all of our attributes are reflected in the portfolio.”

“Some 35-40 years ago we started with large caps. Then we applied it to other strategies – all cap, mid-cap, small cap, long-short, global and non-US. Each successive portfolio has proven to be successful. The system is efficient and repeatable.”

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What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
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