Christopher Hart

FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.

BP's equity products share a value oriented, risk averse investment philosophy. Their fixed-income products seek to build in a yield premium versus the appropriate benchmark through bottom-up security selection and a focus on the corporate and mortgage sectors of the bond market. They use a bottom-up investment process to identify portfolio candidates. The process is driven by internal fundamental research streamlined by quantitative screening. Quantitative screening identifies companies within the universe that are attractively valued and demonstrate a quantifiable measure of business momentum. Fundamental research involves a detailed analysis of the business dynamics supporting a portfolio candidate's current value and prospects for future growth. Beyond demonstrating value and momentum criteria identified in the screening results, portfolio candidates must also exhibit strong business fundamentals and improving business trends as determined through fundamental research. BP's fixed-income portfolio construction process focuses on achieving a yield advantage through their individual security selection process while carefully avoiding interest rate risk. They focus on the corporate and mortgage sectors that they believe offer the best risk-adjusted yield opportunities.

Functions as a College/University

Boston Partners specializes in actively managed value equity and long/short equity investing. The firm offers market capitalization focused, concentrated, international, global, and emerging markets strategies. Their investment process is grounded in bottom-up fundamental analysis. Additionally, a strict sell discipline is employed when an investment reaches market valuation, or if business fundamentals weaken or if the catalyst reverses.