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Boston Partners

Boston Partners Parent Rating

Above Average

Boston Partners' proven, steadfast investment approach and deep experience earn an Above Average Parent rating.

Established in 1995, Boston Partners has maintained a strong commitment to its distinctive investment ethos. Its investment philosophy, which focuses on long-only and long-short value investing, has delivered strong long-term results for investors. It boasts a high-quality fund lineup, which has gradually expanded over the years without straying from its foundational principles. In 2023, Boston Partners became a subadvisor for several Column Funds strategies and launched an exchange-traded fund with long-standing partner John Hancock. The firm's subadvisory partnership with John Hancock remains significant and accounted for roughly USD 35 billion of the firm's total USD 94 billion in assets as of December 2023.

Boston Partners’ exceptional employee retention aids its investment culture and operational stability. Its team of 174 employees and 70 investment professionals has grown in tandem with its assets, with the team often promoting key personnel from within. While the firm has dealt with a couple of unexpected departures, such as portfolio manager David Dabora in 2022, it has demonstrated strong succession planning overall.

Since 2013, Boston Partners has been owned by Japanese financial conglomerate Orix Corporation, but the firm continues to retain its operational autonomy.

Boston Partners Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

3.37 Bil

Investment Flows (TTM)

−580.55 Mil

Asset Growth Rate (TTM)

−17.11%

# of Share Classes

16

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