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 (%)
Data as of December 31, 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.
Discover our UCITS funds
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.
