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.

A single, time-tested process. A history of outperformance

Average annual excess return net of fees for select strategies since inception (%)

Discover our UCITS funds

Designed to offer compelling returns with less market risk, this strategy combines long and short positions in global equities
A go-anywhere global equity strategy targeting undervalued opportunities across the capitalization spectrum

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

Our all-cap U.S. equity strategy designed to pursue attractively priced stocks of all sizes

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

Explore our institutional strategies

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

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

A strategy seeking attractively priced opportunities outside the United States.

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

Our latest thinking on the markets

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


Are the Magnificent Seven losing momentum?

Slowing earnings growth, regulatory rulings and a shift in leadership suggest change may be on the horizon

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.

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.