Boston Partners Long/Short Research Fund Inv Cl · NASDAQ:BPRRX
Boston Partners Long/Short Research Fund Inv Cl — Boston Partners — Investor Presentation (July 2026)
12 slides from Boston Partners Long/Short Research Fund Inv Cl's investor presentation, July 2026
Slide 1: Boston Partners Long/Short Equity Strategies
Q2 | 2026 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 off, short positions generally as a hedge, they also Combining long and short appreciate, which can add represent a unique and p
Slide 3: Investors are heavily exposed to a handful of stocks
Investors are heavily exposed to a handful of stocks As the market hits all-time highs, so has Meanwhile, concentration risk among large investor exposure to equities U.S. companies has reached new highs S&P 500 Index Share of top 10 companies in the S&P 500 Index % of household assets invested in e
Slide 4: 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 may be in a p
Slide 5: 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 6: 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 Downgrade Fears (4/1/00– (4/1/02– (6
Slide 7: 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 Source: Boston Partners, as of June 30, 2026. The inception dates of Boston Partners Long/Sho
Slide 8: 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. Long/Short Equity and Long/Short Research have outperformed the benchmark in all but one of those down years. 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Slide 9: A closer look at performance
A closer look at performance Net performance as of 6/30/26 (%) 35.00 Since inception 30.00 25.00 20.00 15.00 10.00 5.00 0.00 1 year 3 years 5 years 10 years 7/1/13 4/1/02 8/1/97 Long/Short Equity strategy 30.43 21.69 18.03 11.08 - - 10.99 Long/Short Research strategy 14.75 13.82 10.99 7.55 - 6.98 -
Slide 10: A full suite of long/short solutions
A full suite of long/short solutions As of June 30, 2026 BP Long/Short Equity BP Long/Short Research BP Global Long/Short Inception August 1, 1997 April 1, 2002 July 1, 2013 Universe All Cap All Cap Global All Cap Assets under management $272 million $733 million $1.4 billion Long $194.2 B $189.1 B
Slide 11: 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 12: 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 more t