Joshua White has departed from Boston Partners’ roster of global equity portfolio managers, joining the firm’s U.S. large-cap team that runs John Hancock Disciplined Value JVLIX. This news does not alter Boston Partners Global Equity Institutional’s Morningstar Analyst Rating of Silver.
Will BPGIX outperform in future?
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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPGIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BPGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BPGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.