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MFWire: Robeco Funds, SAM Sustainable Global Active Fund
MUTUAL FUND FAMILY PROFILES [BETA]
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Robeco Investment Management
1 Beacon St.
30th FL
Boston, MA  02108
Google Maps

Contact
Main Phone: 617-832-8200
Web Site: htttp://www.robecoinvest.com

Mutual Fund Brand(s)
Robeco Funds, SAM Sustainable Global Active Fund

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Robeco Investment Management includes two boutique asset managers in the U.S.: Robeco Boston Partners, a value equities manager founded in 1995; and Robeco Weiss, Peck & Greer, a core quantitative equity manager founded in 1970. Robeco Investment Management itself is a subsidiary of the global asset manager Robeco Group, which boasted $212 billion in assets as of March 31, 2011 and is based in Rotterdam in the Netherlands. Dutch bank Rabobank started selling Robeco's funds in 1990, bought half of Robeco in 1997 and bought the other half in 2001. The bank itself launched in 1898.

    Robeco Group bought Weiss, Peck & Greer in 1998, then snagged Boston Partners in 2003. Robeco USA changed its name to Robeco Investment Management in February 2005, while also moving to a new headquarters in midtown Manhattan. Robeco consolidated WPG and Boston Partners into Robeco Investment Management in 2007. Then in 2008 Robeco unveiled a deal to send its $4.8-billion-AUM fixed income business (formerly part of Weiss, Peck, and Greer) to Morgan Stanley.

    Thanks to its Dutch parent, the U.S. arm of Robeco has several siblings, including: another U.S. mutual fund firm, Chicago-based Harbor Capital Advisors [see profile]; and SAM Group [see profile], a Swiss asset manager who offers a U.S. socially responsible investing (SRI) fund through Robeco. Robeco Group, founded in 1929, managed over $189 billion worldwide as of September 30, 2011.

    Robeco boasted $902 million in non-money market U.S. mutual fund assets as of November 22, 2011. Its lineup of nine mutual funds includes two long/short funds, a small-cap value fund and an all-cap value fund, all with investor and institutional shares, as well as a small/micro cap value fund. The firm works with no sub-advisors.

    Robeco emphasizes minimizing downside risk, preserving capital, and maximizing the power of compounding, and its teams centers their investment philosophy around three "fundamental truths" of investing:

    1) low valuation stocks outperform high valuation stocks;

    2) companies with strong fundamentals, e.g. high and sustainable returns on invested capital, outperform companies with weak fundamentals; and

    3) stocks with positive business momentum, e.g. rising earnings estimates, outperform stocks with negative business momentum.


    The firm has offices in: Boston; Greenbrae, California; Los Angeles; New York; and San Francisco.
    Sponsored Opportunities



    Key People:
    Mark Donovan
    Co-CEO, Lead PM, Large-Cap Value Securities, Boston Partners
    Joseph Feeney
    Co-CEO, Chief Investment Officer, Boston Partners
    William Butterly
    Chief Operating Officer, Chief Compliance Officer, ROBECO INVESTMENT MANAGEMENT
    Matthew Davis
    Chief Financial Officer, Robeco
    Paul Healey
    Senior Managing Director, Windhaven Investment Management
    David Pyle
    Large Cap Value Portfolio Manager, Robeco Investment Management
    Martin MacDonnell
    Large Cap Value 130/30 Portfolio Manager, Robeco Investment Management
    Duilio Ramallo
    Premium Equity/All Cap Value Portfolio Manager, Robeco Investment Management
    Steven Pollack
    Mid Cap Value Portfolio Manager, Robeco Investment Management
    Christopher Hart
    PM, Global Equity and International Equity Products, Boston Partners
    David Dabora
    BP Small Cap Value Portfolio Manager, Robeco Investment Management
    George Gumpert
    BP Small Cap Value Portfolio Manager, Robeco Investment Management
    Robert Jones
    Long/Short Equity Portfolio Manager, Robeco Investment Management
    Eric Connerly
    Long/Short Research Fund Portfolio Manager, Robeco Investment Management
    Richard Shuster
    Lead PM, Small- and Micro-Cap Equity Products, WPG Partners (Boston Partners)
    Gregory Weiss
    WPG Small Cap Value Portfolio Manager, Robeco Investment Management
    Story Archive for Robeco Investment Management
    Published On Story Headline Publication
    1/3/2018 A 30-Year Columbia Vet Helps Launch a Private Wealth Group MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    5/18/2016 The Parent of Two U.S. Fund Firms Restructures MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    1/12/2016 PMs For 12 Fund Firms Catch M*'s Eye MFWire.com
    1/21/2015 Dodge and Cox, JPMAM, Legg Mason, Robeco, and Vanguard Win Big MFWire.com
    1/5/2015 Which PMs Will Win? Here's M*'s 2014 Short List MFWire.com
    11/20/2014 M* Smiles On Gotham, Hancock, Robeco, TFS and Vanguard MFWire.com
    8/1/2013 Robeco Replaces a Co-PM MFWire.com
    7/2/2013 Harbor's Parent's Deal is Done MFWire.com
    5/29/2013 Feeney Anoints an Institutional Honcho at Robeco MFWire.com
    2/22/2013 For $2.6B, Harbor's Parent Finally Sells MFWire.com
    10/10/2012 Who Exactly Are the Robeco Bidders? MFWire.com
    10/10/2012 Three Bidders Vie For Harbor's Parent MFWire.com
    9/4/2012 Harbor Could Sell By October MFWire.com
    7/18/2012 Stork and Reaper for July 18, 2012 MFWire.com
    1/6/2012 Robeco Adds Two Funds MFWire.com
    3/14/2011 Robeco Hires a HighMark Sales Exec MFWire.com
    11/22/2010 Robeco Chief is Optimistic on Equities MFWire.com
    9/30/2010 Robeco Has a New Beantown Home MFWire.com
    9/23/2010 Hancock Has a Dinner Date with 1,000 Advisors MFWire.com
    7/27/2010 Robeco Stops Taking New Cash in its Popular Long/Short Fund MFWire.com
    7/12/2010 Hancock Finishes its 11th Fund Adoption MFWire.com
    3/25/2010 Hancock Makes its 11th Fund Adoption MFWire.com
    9/23/2009 Hancock Hits the Road MFWire.com
    8/18/2009 Hancock Lines Up Another Adoption Deal MFWire.com
    7/27/2009 Robeco Appoints a New Sales Chief MFWire.com
    5/11/2009 Hancock Plans to Merge Two of its Funds MFWire.com
    1/12/2009 Hartstein Says Adoptions Will Remain a Key Part of Hancock's Strategy MFWire.com
    10/10/2008 Masters Replaces Miller MFWire.com
    2/29/2008 Robeco Sells U.S. Fixed Income Business MFWire.com
    2/1/2008 Claymore to Cut 11 ETFs from its Lineup MFWire.com
    12/27/2007 WSJ Takes a Look at Which Long-Short Funds Flourished and Faltered MFWire.com
    10/15/2007 SAM's Mutual Funds Hit the Market MFWire.com
    9/18/2007 SAM Gets a Grand U.S Introduction MFWire.com
    9/17/2007 SAM is Ready for U.S. Debut MFWire.com
    6/28/2007 Claymore Adds Another ETF to its Roster MFWire.com
    7/5/2006 Ohio Fund Group Heading for the Big City MFWire.com
    11/7/2005 Hedging Funds Sell Better than they Perfrom MFWire.com
    8/26/2005 More Hedge Like Mutual Funds in the Offing MFWire.com
    8/23/2005 Manager Swaps: Fidelity, American Century & John Hancock ... MFWire.com
    2/15/2005 Robeco Rebrands MFWire.com
    1/4/2005 Dutch Parent Brings Brand to Fore MFWire.com
    7/30/2001 Lincoln Trims Fund Staff MFWire.com
    3/23/2001 Weiss Lassos Nassos MFWire.com
    3/21/2001 Harbor Sale! MFWire.com
    7/19/2000 July 19, 2000 MFWire.com
    9/23/1999 Citibank Brews Funds in Belgium MFWire.com
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