After a prolonged downturn, the transportation sector is starting to show some early signs of life. Equity Analyst Jenn de Silva explains where the team is looking out for opportunities.

Understanding which criteria matter most when searching for attractively priced stocks is just as much art as science. Portfolio Manager Tim Collard breaks down how Boston Partners defines a good value investment.

Finding overlooked opportunities in the health care space lately has required looking beyond the usual suspects. Equity Analyst Andrew Hatem reviews where we’re finding value.

The secular trends propelling today’s content providers have created some clear winners—but few high-quality, undervalued opportunities. Equity Analyst Paul Donovan discusses how we’re tapping into the ongoing shift in viewing behavior.

Burgeoning investment in artificial intelligence has sent certain segments of the tech sector to some lofty valuations in 2025. Equity Analyst Scott Burgess talks about how we’re harnessing the trend while still adhering to our Three Circle approach.

Portfolio Analyst Mike McCune, CFA, takes a closer look at why the mid-cap segment of the equity market may be worth a closer look.

Hear from Duilio Ramallo, CFA, on the importance of assessing a company's business momentum, one of the principal tenets of our Three Circle approach.

Hear from Joshua Jones, CFA, on how we evaluate a company's business fundamentals, one of the keys to our Three Circle process.

Integration of Quantitative Research.

An Investment Approach Grounded in Value.