Boston Partners (Uk) Limited

Boston Partners is an investment management firm specializing in value-oriented equity strategies, focusing on identifying attractively valued companies with robust fundamentals and positive business momentum to deliver tailored investment solutions. Founded in 1995, Boston Partners is dedicated to equity investment management. The company has maintained a consistent strategy focused on value-oriented investing and is headquartered in London, UK. The firm does not have any reported subsidiaries or parent companies.

Boston Partners primarily focuses on value-oriented equity investment strategies, utilizing their distinctive Three Circles approach, which emphasizes the identification of attractively valued companies with strong fundamentals and positive business momentum. Their core product offerings include a range of mutual funds, separately managed accounts (SMAs), and sub-advisory services tailored for both institutional clients and individual investors. These investment products target various market segments, including U. S.

equity, global and non-U. S. equity, and long/short equity strategies. The company serves a diverse client base, including institutional investors, high-net-worth individuals, and financial intermediaries, across multiple geographical markets, specifically focusing on the United States, Europe, and select regions in Asia.

Boston Partners generates revenue primarily through management fees associated with the assets under management (AUM) across its various investment strategies. The firm’s transactions typically involve ongoing management contracts wherein clients pay a percentage fee based on the AUM, ensuring a consistent revenue stream as the portfolio grows. Their flagship products—such as the All-Cap Value Fund and the Emerging Markets Dynamic Equity Fund—are structured to cater to both institutional investors and retail clients, facilitating direct access to their investment strategies. The fee structure is designed to align the firm’s interests with those of its clients, with fees varying based on the specific product offerings and investment strategy employed.

As of June 30, 2025, Boston Partners manages a total of USD 116. 50 bn across its investment platforms, reflecting its established presence in the investment management industry.