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A Rewarding Small-Value Fund for the Long Term

Deep resources and a disciplined approach drive Silver-rated Boston Partners Small Cap Value II.


Linda Abu Mushrefova: Boston Partners Small Cap Value II receives a Morningstar Analyst Rating of Silver. It is backed by a deep bench led by lead manager David Dabora, who has been at the helm since the strategy's inception in 1998. He has further support from comanager George Gumpert, a dedicated small-cap stock analyst, and Boston Partners’ centralized research team.

Together, the team applies a proven approach that combines quantitative screening and bottom-up, fundamental research aimed at finding stocks with solid fundamentals, positive business momentum and that are trading at attractive valuations. This approach is adopted firm-wide at Boston Partners and has rewarded investors historically through strong security selection. The fund has topped its small-value Morningstar Category peers and Russell 2000 Value Index benchmark in every rolling 10-year period from its July 1998 inception through December 2018. Its consistency is the result of their disciplined approach and strong stock-picking abilities.

Linda Abu Mushrefova does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.