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High Fees Worth It for Investors in Boston Partners Fund

Boston Partners Long/Short Equity, closed to new investors, is now rated Bronze due to higher expenses.

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Josh Charlson: Boston Partners is one of our favorite alternatives firms, and Boston Partners Long/Short Equity is one of the top funds in the long/short equity category. A past Morningstar Alternatives Fund Manager of the Year winner, this fund has been run by Bob Jones since 2004, and it focuses on generating alpha from both the long and short books.

From a stock-selection standpoint, Jones uses Boston Partners' three circle concepts where they look at business fundamentals, valuation, and momentum in evaluating a stock, and they apply it on both the long and short sides. One of the things that's unusual about this fund is they do a fair amount of shorting of smaller-cap stocks, which can be riskier and is more expensive but has big upside.

Josh Charlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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