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.
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.
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.
Robeco Capital Growth Funds (“the Funds”) are distinguished by their respective specific investment policies or any other specific features. Please read carefully for the risks of the Funds:
Investors may suffer substantial losses of their investments in the Funds. Investor should not invest in the Funds solely based on the information provided in this document and should read the offering documents (including potential risks involved) for details. Investment involves risks. Past performance is not indicative of future performance. The information contained in this website is provided for reference only and does not constitute any investment advice. Investors are advised to seek independent advice before making any investment decision. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. This web page is published by Robeco Hong Kong Limited and has not been reviewed by the Securities and Futures Commission. You must read the above information before proceeding. By clicking the “I AGREE” button below, you acknowledge that you have read the relevant risk disclosure statements.