Boston Partners Global Long/Short Fund Announces Transfer to FundRock Platform and Share Class Opportunity
June 20 2024 - 1:00AM
Business Wire
Strategy seeks to capture long-term capital
growth, minimize overall market risk
Boston Partners, a premier provider of value equity investment
products with $103.1bn in assets under management, announced today
the transfer of its Boston Partners Global Long/Short Fund (“the
Fund”) to the FundRock trading platform. This strategic move,
effective June 4, 2024, will also see the Fund transition from a
SICAV to an ICAV structure.
This value-oriented, fundamental research-driven strategy seeks
to capture long-term capital growth while minimizing overall market
risk and is consistent with a global all-cap mandate. The Fund
takes long positions in undervalued equities and short positions in
overvalued stocks, offering investors a diversified approach to the
global market with reduced exposure to general market risk.
With the transfer to the FundRock platform, Boston Partners will
continue to offer the Fund in institutional and retail share
classes, as well as a new early-bird share class (“Class E”) with
reduced fees. The “E” share class offers a reduced investment
management fee and no performance fee during a limited window.
The Global Long/Short Strategy is led by seasoned Portfolio
Managers Joshua Jones, CFA, and Christopher Hart, CFA. Mr. Jones,
who began as an analyst with Boston Partners’ global/international
strategies, has been a portfolio manager alongside Mr. Hart since
2013, and focuses on the international and long/short strategies.
While the team members each have their own distinct areas of
responsibility, they collaborate closely at every step of the
investment process and draw extensively on one another’s research
and analysis.
"We are excited about this transition to the FundRock platform,"
said Jones. "This move streamlines investors’ ability to access the
Fund and utilize our time-tested approach for finding global long
and short opportunities across a vast 12,000-company universe.”
The Boston Partners Global Long/Short Strategy leverages the
firm’s 26 years of experience managing long/short hedging in fund
vehicles and $1.2B in long/short strategy assets under management.
Demonstrating a strong track record, all of Boston Partners'
established long-only strategies have outperformed their respective
benchmarks net of fees.
The Fund’s transition to an Ireland-registered ICAV offers
increased flexibility and efficiency within the Alternative UCITS
regulatory framework. The Fund is available in institutional or
retail share classes, denominated in USD, EUR, GBP, or CHF.
For more information, please visit boston-partners.com.
About Boston Partners
Boston Partners is a value equity manager with a distinctive
approach to investing—one that combines attractive valuation
characteristics with strong business fundamentals and positive
business momentum in every portfolio. The consistent application of
this approach over nearly 30 years by an experienced and
long-tenured team has created a proven record of performance across
economic cycles, market capitalizations, and geographies. Visit
boston-partners.com for more information.
Past performance does not guarantee future results. Stocks and
bonds can decline due to adverse issuer, market, regulatory, or
economic developments; foreign investing, especially in emerging
markets, has additional risks, such as currency and market
volatility and political and social instability; value stocks may
decline in price; growth stocks may be more susceptible to earnings
disappointments; the securities of small companies are subject to
higher volatility than those of larger, more established companies.
This material is not intended to be, nor shall it be interpreted or
construed as, a recommendation or providing advice, impartial or
otherwise.
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. Boston Partners updated its firm description
as of November 2018 to reflect changes in its divisional structure.
Boston Partners is comprised of two divisions, Boston Partners and
Weiss, Peck & Greer Partners.
Securities offered through Boston Partners Securities, LLC, an
affiliate of Boston Partners.
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