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Discover how our distinctive approach to value investing has produced a 30-year record of proven results.

Our Three Circle approach

Since 1995, Boston Partners has been applying a single investment philosophy and process to every strategy we manage: We seek out attractively valued companies with strong fundamentals that are exhibiting positive business momentum. We call it our Three Circles approach, and we believe the results speak for themselves.

Continues to impress

Morningstar's David Carey describes why Boston Partners Global Equity Fund continues to earn its Silver Medalist Rating.

Morningstar Medalist Rating™ is a forward-looking analysis that considers a combination of qualitative and quantitative factors. The Medalist Rating uses a scale, from highest to lowest, of Gold, Silver, Bronze, Neutral, and Negative.

A history of outperformance

Average annual excess return net of fees for select strategies since inception (%)

Data as of September 30, 2025. Source: Boston Partners. The green bars reflect the average annual excess return (net of fees) versus the indexes shown since each strategy’s inception. Past performance does not guarantee future results. It is not possible to invest directly in an index.

Explore our institutional strategies

Our flagship U.S. equity strategy targeting attractively valued large cap-companies.

An established value-oriented strategy targeting midsized U.S. companies.

A strategy seeking attractively priced opportunities outside the United States.

Designed to offer compelling returns with less market risk, this strategy combines long and short positions in U.S. equities.

Our latest thinking on the markets