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Portfolio Manager updates

Explore our latest interviews with Boston Partners portfolio managers on the latest developments in the markets as well as strategy performance and positioning.

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In his March recap, Director of Global Markets Research Mike Mullaney discusses the factors behind the dramatic increase in stock-market volatility and shares his outlook for the months ahead.
In his February recap, Director of Global Markets Research Mike Mullaney discusses the factors behind the uptick in stock-market volatility and shares his outlook for the months ahead.
In his January recap, Director of Global Markets Research Mike Mullaney discusses the loud arrival of DeepSeek on the AI scene and Trump's record-setting pace of executive actions.
The recent plateau in domestic power consumption looks like the exception, not the rule. We take a closer look at the investment implications of a resurgent demand for electricity.
In his December recap, Director of Global Markets Research Mike Mullaney discusses the market's sell off in response to mixed messages from the Fed.
In his November recap, Director of Global Markets Research Mike Mullaney takes a closer look at the challenges and opportunities under a second Trump administration.
With the Fed cutting rates, investors may want to revisit their equity allocations. See why small caps look particularly well positioned for the next leg of the easing cycle.
In his October recap, Director of Global Markets Research Mike Mullaney examines the factors pushing bond yields higher and stock prices lower heading into the U.S. presidential election.
In his September recap, Director of Global Markets Research Mike Mullaney discusses the implications for markets after the Fed's "jumbo" rate cut as it pivots to easing policy.
Portfolio Analyst Mike McCune, CFA, takes a closer look at why the mid-cap segment of the equity market may be worth a closer look.
In his August recap, Director of Global Markets Research Mike Mullaney unpacks the Fed's desire to begin cutting rates, and its implication for the economy and the stock market.
Slowing earnings growth, regulatory rulings, and a shift in leadership suggest change may be on the horizon. See where we’re seeing opportunities.
With solid fundamentals, rising earnings, and attractive valuations, we think international equities are worth a closer look.
In his July recap, Director of Global Markets Research Mike Mullaney discusses the factors driving stock-market performance and shares his outlook for the months ahead.
Hear from Duilio Ramallo, CFA, on the importance of assessing a company's business momentum, one of the principal tenets of our Three Circle approach.
Portfolio Manager Tim Collard discusses the power of share buybacks relative to dividend payments and other uses of capital.
We take a closer look at one underappreciated means of unlocking long-term value for shareholders: stock repurchase programs.
With solid growth and attractive multiples, we think the beleagured regional banking segment may be worth a closer look.
More than just a source of ballast, value stocks can offer meaningful alpha to a diversified portfolio. See how investors can tap into the market.
We explain why Morningstar "style drift" often just reflects the temporary effects of an active approach.
Portfolio Manager David Cohen, CFA, explores the investment opportunities around artificial intelligence.
Equity Analyst Andrew Hatem, CFA, discusses the potential of healthcare stocks.
Why investing for the next 10 years won't look anything like the last 10 years.
Hear from Joshua Jones, CFA, on how we evaluate a company's business fundamentals, one of the keys to our Three Circle process.
Portfolio Analyst Brandon Smith, CFA, CAIA, highlights the importance of adhering to a valuation discipline.

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Molly Clements

Research Analyst

Ms. Clements is a Research Analyst for Boston Partners, serving on the Sustainability and Engagement team. She joined the firm in January 2024. Ms. Clements is responsible for original ESG/sustainability research on companies held in Boston Partners’ portfolios. She holds dual B.A. degrees in Economics and Psychology from Hobart and William Smith Colleges. Ms. Clements began her career in the industry in 2024.

Stephen Ferrara

Equity Trader

Investing since 2014.

At Boston Partners since 2023.

Mr. Ferrara is an Equity Trader for Boston Partners. Prior to joining the firm in June 2023, he held the position of senior trader at Man Group. Mr. Ferrara holds a B.S. in Business Management from Suffolk University.

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Boston Partners Small Cap Value II

In our first quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.

Click the link below each video for access to the corresponding presentation.

Long/Short Research

In our first quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.

Click the link below each video for access to the corresponding presentation.

Long/Short Equity

In our first quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.

Click the link below each video for access to the corresponding presentation.