We believe the market often underestimates the impact of long term value creation through the high cash returns on invested capital that result from sound business models and solid management. Our investment philosophy is rooted in our strong belief that these market inefficiencies can be exploited through an inspired, responsible and disciplined investment process.
Stock selection is the core of the process of this strategy. The quality, depth and focus of our research are the keys to accurately and consistently identifying the factors that will drive a company’s valuation. Over time, high returns on invested capital, strong free cash flow and a good ESG performance will deliver superior returns for investors. A long-term investment horizon is crucial if investors are to benefit from this potential to create value. Our motto is ‘Make your case, be skeptical and remain patient’.
This strategy is managed by the Global Equity team, which consists of a stable and experienced portfolio management team and research analysts with individual sector specializations.
The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).
The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view the products that are available in your country.
Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.