Insights Series | Dissecting the Energy Landscape

Tune into the Boston Partners Insights Series – going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.

This edition features a conversation with Josh Jones, CFA, Portfolio Manager on Boston Partners’ Global suite of strategies and Equity Analyst Aaron DeCoste who specializes in the Energy, Materials, and Transportation industries at Boston Partners.  This discussion drills down on the Energy sector at a time where inflation, interest rates, and energy prices are all on the rise, the war in Ukraine is having ripple effects across the globe on multiple fronts, and Nations desire to shift away from oil towards renewable energy sources is not a near-term reality.  

For a full transcript, click here.

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Chris Hart, Portfolio Manager of Global Equity, spoke with Citywire.
Chris Hart covered the process of finding valuation-based opportunities.

Molly Clements

Research Analyst

Ms. Clements is a Research Analyst for Boston Partners, serving on the Sustainability and Engagement team. She joined the firm in January 2024. Ms. Clements is responsible for original ESG/sustainability research on companies held in Boston Partners’ portfolios. She holds dual B.A. degrees in Economics and Psychology from Hobart and William Smith Colleges. Ms. Clements began her career in the industry in 2024.

Stephen Ferrara

Equity Trader

Investing since 2014.

At Boston Partners since 2023.

Mr. Ferrara is an Equity Trader for Boston Partners. Prior to joining the firm in June 2023, he held the position of senior trader at Man Group. Mr. Ferrara holds a B.S. in Business Management from Suffolk University.

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Click the link below each video for access to the corresponding presentation.