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Boston Partners Small Cap Value Fund Ii Institutional Class (BPSIX)

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30.60 -0.20 -0.65%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 536.48M

Type: Fund

Market: United States

Issuer: Boston Partners

Asset Class: Equity

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BPSIX Overview

On this page you'll find an in-depth profile of Boston Partners Small Cap Value Fund Ii Institutional Class. Learn about the key management, total assets, investment strategy and contact information of BPSIX among other information.

Investment Strategy

The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. The Advisor pursues the fund's objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks of issuers with small market capitalizations and identified by the Adviser as having value characteristics. It may also invest up to 25% of its total assets in non U.S. dollar-denominated securities.

Contact Information

Address 1 Beacon St, 30th Floor
Boston,MA 02108
United States

Phone 617-832-8200

Fax 617-832-8222

Web www.bostonpartners.com

Top Executives

Name	Title	Since	Until
George Gumpert	Portfolio Manager	2005	Now
Biography	Mr. Gumpert is a portfolio manager for Boston Partners Small Cap Value, Small Cap Value II, and Small/Mid Cap Value portfolios. Prior to managing Boston Partners small cap value portfolios, he was a research analyst and specialized in the small capitalization sectors of the equity market. Mr. Gumpert holds a B.A. degree in economics from Amherst College. He holds the Chartered Financial Analyst® designation.
David M. Dabora	Senior Portfolio Manager	1998	2022
Biography	Mr. Dabora is a senior portfolio manager for Boston Partners Small Cap Value, Small Cap Value II, and Small/Mid Cap Value portfolios as well as the Alpha Blue Capital L.P. product. Prior to managing Boston Partners small cap value portfolios, he was an assistant portfolio manager for Boston Partners Premium Equity product. Additionally, he was a research analyst with responsibility for a wide variety of industries. He was one of the original partners of Boston Partners Asset Management in 1995. He joined the firm from The Boston Company Asset Management, Inc. where he was an equity analyst in their Los Angeles and Greenbrae, California offices. Mr. Dabora holds a B.S. degree in business administration from Pennsylvania State University and an M.B.A. degree from The Anderson School of Management at the University of California at Los Angeles. He holds the Chartered Financial Analyst® designation. He has thirty-three years of investment experience.
Christopher K. Hart	Portfolio Manager	2005	2006
Biography	Mr. Hart is a portfolio manager for Boston Partners Global Equity and International Equity products. Prior to this, he was the portfolio manager for the Boston Partners International Small Cap Value product and before that, an assistant portfolio manager for the Boston Partners Small Cap Value products for three years. Previously, he was a research analyst and specialized in conglomerates, engineering and construction, building, machinery, aerospace & defense, and REITs sectors of the equity market. He joined the firm from Fidelity Investments where he was a research analyst. Mr. Hart holds a B.S. degree in finance, with a concentration in corporate finance from Clemson University. He holds the Chartered Financial Analyst® designation. He has twenty-nine years of investment experience.
Harry J Rosenbluth	Senior Advisor	1998	2005
Biography	Mr. Rosenbluth is a senior advisor for Boston Partners Global Equity and International Equity products. Prior to this, he was the portfolio manager for Boston Partners Premium Equity Product and co-manager for our Mid Cap Value Equity product. He was one of the founding partners of Boston Partners Asset Management in 1995. Mr. Rosenbluth joined the firm following fourteen years with The Boston Company Asset Management, Inc. as Senior Vice President and the portfolio manager for the Dynamic Equity Fund. Mr. Rosenbluth was also a member of the Equity Policy Group of The Boston Company Asset Management, Inc. Before that, Mr. Rosenbluth was a consultant for Arthur Andersen & Company. Mr. Rosenbluth holds a B.A. degree in Economics from George Washington University and an M.B.A. from The Amos Tuck School of Business Administration at Dartmouth College. He holds the Chartered Financial Analyst® designation. He has thirty-nine years of investment experience.
Wayne J. Archambo	Lead Portfolio Manager	1998	2001
Biography	Archambo serves as lead portfolio manager and is responsible for coverage of stocks. He joined BlackRock in 2002 as a lead portfolio manager. He has over 25 years of investment experiencePrior to joining BlackRock in 2002, he was a founding partner and manager of Boston Partners Asset Management, L.P.'s small and mid-cap value equity products since the firm's inception in 1995. Archambo holds the Chartered Financial Analyst designation.

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