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 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

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

The "Powell Put" is now firmly in place

Director of Global Markets Research Mike Mullaney discusses the opening salvo in the Fed's new easing cycle and the offs of soft landing for the economy

Are the Magnificent Seven losing momentum?

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

Three reasons to revisit an international equity allocation

With solid fundamentals, rising earnings, and attractive valuations, we think international equities are worth a closer look.

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.