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.”
Please read this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on this website.
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.
In the UK, Robeco Institutional Asset Management B.V. (“ROBECO”) only markets its funds to institutional clients and professional investors. Private investors seeking information about ROBECO should visit our corporate website www.robeco.com or contact their financial adviser. ROBECO will not be liable for any damages or losses suffered by private investors accessing these areas.
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.
Many of the protections provided by the United Kingdom regulatory framework may not apply to investments in ROBECO Funds, including access to the Financial Services Compensation Scheme and the Financial Ombudsman Service. No representation, warranty or undertaking is given as to the accuracy or completeness of the information on this website.
If you are not an institutional client or professional investor you should therefore not proceed. By proceeding please note that we will be treating you as a professional client for regulatory purposes and you agree to be bound by our terms and conditions.