Our investment philosophy is grounded in certain ‘fundamental truths’ that apply to investing: low valuation stocks outperform high valuation stocks, companies with strong fundamentals (high and sustainable returns on invested capital) outperform companies with weak fundamentals, and stocks with positive business momentum (rising earnings estimates) outperform stocks with negative business momentum. We construct well-diversified portfolios that consistently reflect these three characteristics, applying simple rules that aim to 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.
The strategy is available in the following investment regions: global and US
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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The information contained in the Website is NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws. The value of the investments may fluctuate. Past performance is no guarantee of future results. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency.
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In the UK, ROBECO Funds has marketing approval for the funds listed on this website, all of which are UCITS funds. ROBECO is authorized by the AFM and subject to limited regulation by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.
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