Boston Partners Long/Short Equity Fund Institutional Class (BPLSX)

Overview

The fund operates with a strategic focus on value investing, aiming to capitalize on the discrepancies between market prices and the intrinsic value of stocks. It adopts a dual investment approach by taking long positions in stocks that are assessed by the Advisor as undervalued, indicating a potential for growth, and short positions in stocks deemed overvalued, reflecting an expectation for their market prices to decline. The fund is committed to an aggressive investment strategy, allocating at least 80% of its net assets, including any borrowings for investment purposes, primarily into equity securities. Such a strategy is rooted in a comprehensive analysis by the Adviser, intended to optimize returns for investors by navigating through the volatility and opportunities presented in the equity markets.

Products and Services

• Equity Investments

The core offering involves investing in a diversified portfolio of equity securities. By adhering to an investment mandate that requires a minimum of 80% of net assets to be allocated towards stocks, the fund positions itself to benefit from the capital appreciation of undervalued stocks. These investments are selected through rigorous analysis, aiming to identify companies whose stock prices are below their intrinsic value based on the Adviser's proprietary valuation measures.

• Long and Short Positions

In alignment with its value investing philosophy, the fund takes long positions in stocks it identifies as undervalued, capitalizing on their potential for appreciation. Conversely, it employs short selling strategies on those stocks perceived as overvalued, benefiting from any subsequent decline in their market prices. This balanced approach enables the fund to pursue opportunities for growth while mitigating risks associated with market downturns. The strategy stipulates that the fund’s long positions will not surpass approximately 125% of its net assets, maintaining a prudent leverage ratio conducive to the fund's investment objectives.