Boston Partners Long/Short Research Fund Inv Cl · NASDAQ:BPRRX
Boston Partners Long/Short Research Fund Inv Cl — Boston Partners — Q1 2025 Earnings Presentation
13 slides from Boston Partners Long/Short Research Fund Inv Cl's earnings presentation, May 2025
Slide 1: Boston Partners Long/Short Equity Strategies
Boston Partners Long/Short Equity Strategies A TIME-TESTED APPROACH | PROVEN RESULTS 1
Slide 2: Three reasons for a long/short equity allocation
Three reasons for a long/short equity allocation Reduce volatility Improve diversification Add a source of alpha When the stock market sells Short positions don’t only act Combining long and short off, short positions generally as a hedge, they also positions in a single appreciate, which can add re
Slide 3: Investors are heavily exposed to a handful of expensive stocks
Investors are heavily exposed to a handful of expensive stocks Last year, stock markets hit multiple all-time This year is already shaping up to be very highs, as did investor exposure to equities different—and more volatile % of household assets Performance since Feb. 19, 2025 S&P 500 Index S&P 500
Slide 4: Valuations are steep and concentration risks high
Valuations are steep and concentration risks high Passive allocations to large-cap stocks entail unprecedented concentration risk, and valuations in some of the largest names (i.e., the Magnificent 7) look especially stretched 50.00 40.0% 45.00 35.0% 40.00 30.0% Weight in S&P 500 Index Price/Earning
Slide 5: The post-COVID environment has changed significantly
The post-COVID environment has changed significantly Today, investors and businesses face: 1. Higher and more persistent rates of inflation 2. An end to the near-zero interest rate regime 3. More meaningful cost of capital With today’s heightened volatility risks, long/short strategies are well posi
Slide 6: Why Boston Partners for long/short investing
Why Boston Partners for long/short investing A single, time-tested approach A depth of talent In our business, consistency is key. That’s why we apply a single Our investment division is not only well resourced, it’s also investment philosophy to every portfolio we manage, regardless of long-tenured
Slide 7: Outperformance during heightened volatility
Outperformance during heightened volatility Our long/short strategies have consistently added value during markets sell-offs Global Sovereign U.S. Dot-Com Telecom Int’l Market Covid Inflation Financial Debt Recession Bubble Crash Jitters disruptions shocks Crisis Downgrades Fears (4/1/00– (4/1/02– (
Slide 8: Dynamic market exposure as a risk-management tool
Dynamic market exposure as a risk-management tool Rolling three-year beta since inception Long/Short Equity strategy Long/Short Research strategy Global Long/Short strategy 1.2 1 0.8 0.6 0.4 0.2 0 -0.2 -0.4 7/1/00 3/1/02 7/1/05 3/1/07 6/1/08 2/1/10 6/1/13 2/1/15 6/1/18 9/1/19 5/1/21 1/1/23 9/1/24 5/
Slide 9: Long/short strategies can shine when the market struggles
Long/short strategies can shine when the market struggles Since 2000, the S&P 500 Index has posted negative calendar-year returns six times. 200 0 200 1 200 2 200 3 200 4 200 5 200 6 200 7 200 8 200 9 201 0 201 1 201 2 201 3 201 4 201 5 201 6 201 7 201 8 201 9 202 0 202 1 202 2 202 3 202 4 Long/S ho
Slide 10: A closer look at performance
A closer look at performance Net performance as of 3/31/25 (%) 20 15 10 5 0 -5 Since inception 1 year 3 years 5 years 10 years 7/1/13 4/1/02 8/1/97 Long/Short Equity strategy 10.43 11.26 17.44 8.79 — — 10.14 Long/Short Research strategy 5.50 7.50 12.34 5.48 — 6.48 — Global Long/Short strategy
Slide 11: A full suite of long/short solutions
A full suite of long/short solutions As of March 31, 2025 BP Long/Short BP Long/Short BP Global BP Emerging Markets Equity Research Long/Short Dynamic Equity Inception August 1, 1997 April 1, 2002 July 1, 2013 March 1, 2015 Emerging Markets Universe All Cap All Cap Global All Cap All Cap Assets unde
Slide 12: Key terms and Index definitions
Key terms Alpha measures the excess risk-adjusted return of a portfolio relative to a benchmark index. Beta is a measure of a portfolio’s market risk relative to its benchmark. In general, a beta higher than 1.00 indicates a more volatile portfolio and beta lower than 1.00 indicates a less volatile
Slide 13: About Boston Partners
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 nearly