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Boston Partners Global Investors, Inc. (“Boston Partners”) is an Investment Adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. Boston Partners is an indirect, wholly owned subsidiary of ORIX Corporation of Japan (“ORIX”). Boston Partners is comprised of two divisions, Boston Partners and Weiss, Peck & Greer Partners (“WPG”).
Securities cited are to illustrate our investment process and analysis only and should not be considered a solicitation to buy or an offer to sell a security. The specific securities listed do not represent all of the securities purchased, sold, or recommended for advisory clients. You should not assume that investments in the securities identified and discussed were or will be profitable.
This video is not an offering of securities nor is it intended to provide investment advice. It is intended for information purposes only. The views and opinions expressed may change based on market and other conditions. The views expressed reflect those of Boston Partners as of September 16, 2024. There can be no assurance that developments will transpire as forecasted.
Terms and Index Definitions:
Small-cap value is a type of investment strategy that focuses on stocks from small public companies that are considered undervalued relative to their assets, earnings, growth potential, or cash flows. Small-cap companies are typically defined as those with a market capitalization of between $250 million and $2 billion.
Mid-cap value refers to a type of stock or fund that invests in medium-sized companies that are considered a good value by industry analysts. Mid-cap value stocks are often found in stable industries with low to moderate growth prospects and low price-to-earnings ratios. Mid-cap value funds and portfolios may focus on mid-sized companies or a mix of small, mid, and large-cap stocks.
A large-cap stock is generally considered to be the stock of a company with a market capitalization of more than $10 billion. A value stock is often considered underpriced based on fundamental analysis, often paying a relatively high dividend to shareholders and having a low price to equity (P/E) ratio.
