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BP US value equity
US equities

BP US value equity

Focusing on 'characteristics that work': Valuation, fundamentals and business momentum

Key points:

  • Highly flexible unconstrained US value equity strategies 
  • Strategies ranging across different market capitalizations: all cap, large cap and mid cap 
  • Diversified bottom-up portfolios run by a stable and experienced team of investment professionals

Philosophy

Our investment philosophy is grounded in certain ‘fundamental truths’ that apply to investing: Low valuation stocks outperform high valuation stocks, companies with strong fundamentals, e.g. high and sustainable returns on invested capital, outperform companies with weak fundamentals and stocks with positive business momentum, e.g. rising earnings estimates, outperform stocks with negative business momentum. We construct well-diversified portfolios that consistently reflect these three characteristics; they are simple rules that limit downside risk, preserve capital and maximize the power of compounding.

Process

Boston Partners portfolios are built from the bottom-up. The process begins with quantitative scoring and screening to cull a target-rich subset universe based on the Three Circle characteristics of valuation, fundamentals and momentum. We cast our net wide, scoring over 10,000 stocks worldwide every week, which enables us to efficiently identify bona fide candidates and provides a road map for our fundamental research. This analysis incorporates the full menu of public filings, industry information and management discussion.

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Team

A centralized research team of fundamental and quantitative analysts supports the portfolio managers and the firm’s value equity discipline. Portfolio managers are the final decision makers and every investment professional is accountable for the holdings in our portfolios.

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