Boston Partners
Value equity research from Boston Partners.
United States4 articlesLast published 11 Jun 2026
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Boston PartnersEquities
Durable and diverse drivers for small caps - Boston Partners Website
Boston Partners makes a bullish case for small-cap value equities, arguing that the macro environment - rising manufacturing PMIs, structurally higher rates, AI-driven infrastructure spend, U.S. energy cost advantages, and recovering life science tools demand - is as favourable as it has been in over two decades. The piece highlights broad sector tailwinds across financials, industrials, materials, energy, and healthcare, while noting that small-cap valuations still offer room for re-rating relative to a highly concentrated large-cap market.
11 Jun 2026
Boston PartnersEquities
Mullaney on Markets | May 2026 recap
Boston Partners' Michael Mullaney reviews May 2026 equity market performance, highlighting the S&P 500's 5.26% monthly gain driven overwhelmingly by Information Technology (notably Dell Technologies and semiconductors), alongside style, sector, and international return breakdowns. The commentary also addresses earnings beat rates, AI-driven semiconductor demand, valuation concerns, and a cautiously constructive near-term outlook supported by resilient earnings growth.
9 Jun 2026
Boston PartnersEquities
Boston Partners | Insights | Videos
Boston Partners presents a collection of short video commentaries from equity analysts and portfolio managers covering sector-specific opportunities and the firm's foundational "Three Circle" investment approach. Topics span transportation, healthcare, streaming, AI-driven tech, mid-caps, and value investing methodology across recent quarters.
22 Dec 2025
Boston PartnersEquities
Boston Partners' Three Circle Approach: Valuation, Fundamentals, and Momentum
Boston Partners explains its firm-wide equity investment philosophy built on three pillars - low valuation, strong fundamentals, and positive business momentum - applied across all market capitalizations and geographies. The paper details the rationale for each criterion, the quantitative screening process, risk management and sell discipline, and presents GIPS-compliant performance data showing consistent net-of-fees outperformance across nine strategies since inception through Q1 2026.
1 Jun 2024