Boston Partners Long/Short Research leans on the firm’s best stock-pickers, but it lacks the structure of funds with more-involved portfolio manager oversight. All of its share classes retain a Morningstar Analyst Rating of Neutral.
Will BPIRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPIRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BPIRX 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 BPIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.