Boston Partners Global Long/Short

Investment Objective

The Boston Partners Global Long/Short Fund is a diversified fund that seeks long-term capital appreciation. The Fund pursues its objective by taking long positions in stocks identifi ed by the Adviser as undervalued and short positions in such stocks that the Adviser has identifi ed as overvalued.

Latest Meeting Note

Meeting note 07 Sep 2018

The investment strategy of the fund is based on so called “fundamental truths” that are central to Boston Partners’ approach. These are that low valuation stocks outperform high valuation stocks, companies with strong fundamentals outper... Read more

The investment strategy of the fund is based on so called “fundamental truths” that are central to Boston Partners’ approach. These are that low valuation stocks outperform high valuation stocks, companies with strong fundamentals outperform companies with weak fundamentals, and stocks with positive business momentum outperform those with negative momentum. The investment process is designed to exploit these truths by combining quantitative screening with fundamental analysis. For allocators looking to get exposure to a fundamentally driven long short strategy with a tilt towards value then this fund makes an interesting option in our opinion.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.9 0.2 0.9 0.2 0.2 0.7 0.7 0.2 0.4 0.6 1.0 0.7 0.1
2022 0.9 0.8 0.9 0.1 0.4 0.8 0.4 1.0 0.1 0.9 0.9 0.5 0.4

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.