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Read more about our membershipsQ&A: Joshua White on US large cap equities
Tell Media Group recently sat down with Joshua White, co-chief investment officer and portfolio manager at Boston Partners, for a discussion centred on their approach to US large cap equity investing where the key message is consistency.
Boston Partners is a value-focused equity asset manager that operates as a wholly owned subsidiary and US sister company to Dutch based asset manager Robeco. Your approach seems to emphasize simplicity and clarity. If you were to summarize the strategy in that spirit, what would you highlight? “The key message is consistency. We have a consistent team, process and philosophy, and that supports consistent performance over time. The process itself is straightforward and transparent, built around three primary factors. Clients should be able to understand why we make portfolio changes if they understand that framework. We also show the portfolio’s
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