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Boston Partners Long/short Research Fund Institutional Class (BPIRX)
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14.27
-0.07
-0.49%
- Morningstar Rating:
- Total Assets: 545.94M
Boston Partners Long/Short Rsrch Instl
14.27
-0.07
-0.49%
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Boston Partners Long/short Research Fund Institutional Class Overview
On this page you'll find an in-depth profile of Boston Partners Long/short Research Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of BPIRX among other information.
Investment Strategy
The investment seeks long-term total return. The fund actively invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. The fund invests, both long and short, in equity securities issued by large-, mid- and small (or "micro")-cap companies, as well as other instruments that are convertible into equity securities.
Contact Information
Address
1 Beacon St, 30th Floor
Boston,MA 02108
United States
Boston,MA 02108
United States
Phone
617-832-8200
Fax
617-832-8222
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Scott Burgess | Equity Analyst | 2022 | Now |
| Biography | Mr. Burgess is an equity analyst with Boston Partners, specializing in the technology and electronics sectors of the equity market. He joined the firm after spending three years with Putnam Investments where he was a senior investment associate. Mr. Burgess holds a B.S. degree in economics and a B.S. degree in chemical engineering from The Wharton School and The School of Engineering and Applied Science, respectively, at the University of Pennsylvania. He also holds an M.B.A. degree from the University of Chicago Graduate School of Business. He holds the Chartered Financial Analyst® designation. He has over 23 years of investment experience. | ||
| Joseph F. Feeney | Chief Executive Officer, Chief Investment Officer, Portfolio Manager | 2010 | Now |
| Biography | Mr. Feeney is Chief Executive Officer and Chief Investment Officer for Boston Partners. He is responsible for the firm’s strategic, financial and operating decisions, and all aspects of investment management including the firm’s fundamental and quantitative research groups. He was one of the original partners of Boston Partners Asset Management in 1995. Prior to assuming these roles, he was Director of Research. Mr. Feeney joined Boston Partners upon its inception in 1995 from Putnam Investments where he managed mortgage-backed securities portfolios. He began his career at the Bank of Boston where he was a loan officer specializing on highly leveraged loan portfolios. Mr. Feeney holds a B.S. degree in finance from the University of New Hampshire and an M.B.A. with High Honors from the University of Chicago. He holds the Chartered Financial Analyst® designation and is past President of the Fixed Income Management Society of Boston. He has thirty-five years of investment experience. | ||
| Eric S. Connerly | Director | 2010 | 2022 |
| Biography | Mr. Connerly is the director of quantitative research for Boston Partners. Prior to assuming this role, he was a research analyst covering the financial, electronics, defense, transportation, and energy sectors and managed a merger arbitrage portfolio. He joined the firm from John Hancock Mutual Funds where he was an analyst and assisted in the management of a small cap portfolio. Prior to that, he was a senior equity analyst at SEI Investments overseeing their small cap equity portfolios. Mr. Connerly holds a BSFS degree Cum Laude in development economics from Georgetown University and an MBA degree in security analysis and investment management, Beta Gamma Sigma, from Columbia Business School. He holds the Chartered Financial Analyst® designation. He has twenty-seven years of experience. | ||
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