Best Fund Provider – Value Equity
Robeco
Chris Hart
portfolio manager, Robeco BP Global Premium Equities
Boston Partners manages several value equity strategies for our sister company, Robeco. We are honoured to receive this recognition from Asian Private Banker.
Since our founding more than 30 years ago, we have focused on providing real value to investors through our disciplined approach. Every strategy we manage is built on the same philosophy: that stocks with low valuations, strong fundamentals, and positive business momentum tend to outperform over time.
Although we’ve grown and today serve investors in more than 40 countries through a range of vehicles and sub-advisory relationships, our time-tested approach remains unchanged. We’re pleased to be recognised for the value we’ve provided to our client base in Asia.
Winners Rationale
“As global markets chase momentum, the ability to identify underappreciated businesses becomes even more valuable and the Robeco BP Global Premium Equities Strategy shows how effective that edge can be,” said Audrey Raj, editor of Asian Private Banker.
“Its strong outperformance over the years has been driven by a disciplined focus on companies whose fundamentals remain solid but whose share prices have not kept pace with their true earning and cashflow potential.
“A major source of strength has been the strategy’s positioning in areas where valuations were especially compelling. Defence companies and European banks proved fertile ground, offering resilient business models that were overlooked by the broader market. Beyond these, the portfolio has drawn opportunities across a wide mix of sectors, including financials, industrials, healthcare, consumer staples, energy, materials, utilities, and real estate, where mispriced quality could be captured.
“Even in segments like information technology and consumer discretionary, the team selectively engaged only where value remained intact. By looking past market momentum and concentrating on businesses trading below their intrinsic worth, the strategy has delivered meaningful excess returns while staying true to its value DNA.
“This disciplined approach and consistent performance make Robeco the first choice for Best Fund Provider – Value Equity. Congratulations to the team for this achievement.”
