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WPG PARTNERS

 * About Us
   
   
   ABOUT US
   
    * About Us
    * History
    * Investment Approach
    * Our People
    * News
   
   
   LATEST POSTS
   
   
   ENTRY POINTS | DIVIDENDS VS BUYBACKS
   
   ASSISTANT PORTFOLIO MANAGER TIM COLLARD EXPLORES THE POWER OF SHARE BUYBACKS.
   
    * May 6, 2024
   
   Read More
   
   
   INSIGHTS SERIES | U.S. BANKING SECTOR
   
   EQUITY ANALYST KEVIN DUGGAN EXPLORES TODAY’S ISSUES FACING REGIONAL BANKS.
   
    * April 30, 2024
   
   Read More

 * Investments
   
   
   INSTITUTIONAL STRATEGIES
   
   Explore all >
   U.S. Equity
   Large Cap Value
   Large Cap Value Select
   Mid Cap Value
   Premium Equity
   Small Cap Value
   Small Cap Value II
   Small/Mid Cap Value
   
   Global and Non-U.S. Equity
   Emerging Markets
   Global Equity
   Global Sustainability
   International ADR
   International Equity
   International Select
   
   Long/Short Equity
   Emerging Markets Dynamic Equity
   Global Long/Short
   Long/Short Equity
   Long/Short Research
   
   WPG Partners
   
   Micro Cap Opportunities
   Select Small Cap Value
   Small Cap Value Diversified
   
   
   MUTUAL FUNDS AND ETFS
   
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   Boston Partners funds
   All-Cap Value Fund
   BPAIX | BPAVX
   
   Emerging Markets Dynamic Equity Fund
   BELSX
   
   Global Equity Fund
   BPGIX
   
   Global Sustainability Fund
   BPGSX
   
   Long/Short Equity Fund
   BPLSX | BPLEX
   
   Long/Short Research Fund 
   BPIRX | BPRRX
   
   Small Cap Value Fund II
   BPSIX | BPSCX
   
   
   WPG Partners funds
   WPG Partners Select Hedged Fund
   WPGHX
   
   WPG Partners Small Cap Diversified Fund
   WPGTX
   
   WPG Partners Select Small Cap Value Fund
   WPGSX
   John Hancock funds (subadvised)
   Disciplined Value Emerging Markets Equity Fund
   JEVIX
   
   Disciplined Value Fund
   JVLIX
   
   Disciplined Value Global/Long Short Fund
   JAKUX
   
   Disciplined Value International
   JDVIX
   
   Disciplined Value International Select ETF
   JDVI
   
   Disciplined Value Mid Cap Fund
   JVMIX
   
   
    * SMAs
    * CITs
    * UCITS
   
   
   MULLANEY ON THE MARKETS
   
   Read our latest monthly commentary on all the trends moving markets.
   Read more
 * ESG
 * Materials
 * News & Insights
   
   
   NEWS AND INSIGHTS
   
    * Entry Points
    * Investment Perspectives
    * Insights Series
    * Mullaney on the Markets
    * News
   
   PORTFOLIO MANAGER UPDATES
   
   Explore our latest interviews with Boston Partners portfolio managers on the
   latest developments in the markets as well as strategy performance and
   positioning.
   
   Learn more
   
 * Contact




VALUATION
FUNDAMENTALS
MOMENTUM




DISCOVER OUR UNIQUE APPROACH TO VALUE INVESTING

Since 1995, Boston Partners has been applying a single investment philosophy and
process to every strategy we manage: We seek out attractively valued companies
with strong fundamentals that are exhibiting positive business momentum. We call
it our Three Circles approach, and we believe the results speak for themselves.

LEARN MORE ABOUT OUR PROCESS



A SINGLE, TIME-TESTED PROCESS. A HISTORY OF OUTPERFORMANCE

AVERAGE ANNUAL EXCESS RETURN NET OF FEES FOR SELECT STRATEGIES SINCE INCEPTION
(%)

VIEW FULL PERFORMANCE

Data as of September 30, 2024. Source: Boston Partners. The green bars reflect
the average annual excess return (net of fees) versus the indexes shown since
each strategy’s inception. Past performance does not guarantee future results.
It is not possible to invest directly in an index.


EXPLORE OUR INSTITUTIONAL STRATEGIES



LARGE CAP VALUE

Our flagship U.S. equity strategy targeting attractively valued large
cap-companies.

MID CAP VALUE

An established value-oriented strategy targeting midsized U.S. companies.

INTERNATIONAL EQUITY

A strategy seeking attractively priced opportunities outside the United States.

LONG/SHORT EQUITY

Designed to offer compelling returns with less market risk, this strategy
combines long and short positions in U.S. equities.


SEE ALL STRATEGIES



OUR LATEST THINKING ON THE MARKETS


THE SURGE IN POWER DEMAND: HARNESSING THE INVESTMENT IMPLICATIONS

The recent plateau in domestic power consumption looks like the exception, not
the rule. We take a closer look at the investment implications of a resurgent
demand for electricity.
Read more


SMALL CAPS POISED TO BENEFIT AS FED PIVOTS TO EASING CYCLE

With the Fed cutting rates, investors may want to revisit their equity
allocations. See why small caps look particularly well positioned for the next
leg of the easing cycle.



Read more


CHOPPY WATERS AHEAD

In his November recap, Director of Global Markets Research Mike Mullaney
discusses the factors driving stock-market performance and shares his outlook
for the months ahead.



Read more


PORTFOLIO MANAGER UPDATES: HEAR FROM THE TEAM

Explore our Q3 interviews with Boston Partners portfolio managers on the latest
developments in the markets as well as strategy performance and positioning.
Learn more
 * Check out the full library of market insight and analysis



7236290.1


ABOUT US

 * History
 * Our People
 * News


NEWS & INSIGHTS

 * Entry Points
 * Investment Perspectives
 * Insights Series
 * Mullaney On The Markets


INVESTMENTS CENTER

 * Funds
 * Strategies
 * Affiliates


MATERIALS

 * Materials Library

 * Composite Performance Disclosures


LINKS

 * Form NP-X filing
 * Conflict of Interest Policy - 2024
 * 2024 Disaster Recovery Plan
 * 2024 Form CRS
 * 2024 Proxy Policy and Procedures
 * Boston Partners Tax Insert 2023
 * 2023 Proxy Voting Summary
 * 2022 Proxy Voting Summary
 * 2024 Final Per Share Capital Gain and Income Distributions
 * 2023 Final Capital Gain and Income Distributions
 * California Consumer Privacy Act Notice - Nov 2023
 * Regulations S-P Privacy Notice 2022
 * Privacy policies


ADV PART 2

For Boston Partners’ ADV, please go to www.adviserinfo.sec.gov.  Select “Firm.” 
Then type “Boston Partners 124982.”

Linkedin-in
+1 (617) 832-8200
 * Contact Us
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© 2021 Boston Partners. All Rights Reserved. The services and products described
on this website are intended to be made available only to persons in the United
States. Nothing on this website shall be considered a solicitation to buy or an
offer to sell a security to any person in any jurisdiction where such offer,
solicitation, purchase or sale would be unlawful under the securities laws of
such jurisdiction.


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