Boston Partners Celebrates 30 Years of Value Investing

Boston Partners, a leading provider of value equity investment strategies, marked its 30th anniversary this month, highlighting three decades of successfully navigating market cycles with a single, value-focused investment approach. The firm now manages more than $100 billion globally for institutions and individual investors.¹

“We started as a group of individuals committed to a few simple and timeless investment principles,” said Jay Feeney, CEO and Co-Chief Investment Officer. “These principles not only endure but have become even more relevant in an investment world increasingly marked by speculative and ephemeral fads that often resemble gambling more than investing. Today we celebrate a 30-year record of adding investment value for clients and outperforming benchmarks along the way. We’re proud to report that more than 50 institutional clients have been with us for 20 years or more—some from the very beginning.”

Three Circles Approach

Boston Partners’ Three Circles investment approach focuses on stocks that exhibit attractive valuations, strong fundamentals, and positive business momentum—three characteristics consistently identified by academic research and decades of market experience as vital for long-term investment success. The firm's experienced team combines rigorous quantitative research with deep fundamental analysis to identify and vet opportunities.

While the firm’s investment style can seem contrarian in certain theme-driven markets, the approach has outpaced passive benchmarks over the long term by seeking to preserve capital in down markets and harness undervalued opportunities in up markets.

Firm Expands Platform to Meet Broader Investor Needs

Boston Partners continues to broaden its investment platform to support a diverse client base. The firm offers a range of vehicles, including institutional separate accounts, mutual funds, SMAs, ETFs, Collective Investment Trusts, and UCITS funds for non-U.S. investors. In 2023, the firm launched Boston Partners Private Wealth, a dedicated division serving high-net-worth individuals and families. The offering includes portfolio management, financial and estate planning, and tax-focused strategies.

“We’re proud of what we’ve built over the past 30 years and are grateful to the clients who have been with us throughout,” said Feeney. “While the next 30 years will no doubt look very different from the last, we remain fully committed to the attributes that brought us here: adhering to our proven investment approach, supporting our exceptional team, and putting our clients first in everything we do.”

About Boston Partners

Boston Partners is a value equity manager with a distinctive approach to investing—one that combines attractive valuation characteristics with strong business fundamentals and positive business momentum in every portfolio. The consistent application of this approach over more than 30 years by an experienced and long-tenured team has created a proven record of performance across economic cycles, market capitalizations, and geographies. Visit bostonpartners.com for more information.

Past performance does not guarantee future results. Stocks and bonds can decline due to adverse issuer, market, regulatory, or economic developments; foreign investing, especially in emerging markets, has additional risks, such as currency and market volatility and political and social instability; value stocks may decline in price; growth stocks may be more susceptible to earnings disappointments; the securities of small companies are subject to higher volatility than those of larger, more established companies. This material is not intended to be, nor shall it be interpreted or construed as, a recommendation or providing advice, impartial or otherwise.

Boston Partners Global Investors, Inc. (Boston Partners) is an Investment Adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. Boston Partners is an indirect, wholly owned subsidiary of ORIX Corporation of Japan. Boston Partners updated its firm description as of November 2018 to reflect changes in its divisional structure. Boston Partners is comprised of two divisions, Boston Partners and Weiss, Peck & Greer Partners.

Securities offered through Boston Partners Securities, LLC, an affiliate of Boston Partners.

¹ As of March 31, 2025.

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