Boston Partners Global Equity Institutional Class
BPGIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 615 E. Michigan St. Milwaukee WI United States of America 53202
- IPO Date
- Jan 3, 2012
- CIK
- 0000831114
- Website
- bostonpartners.com
- Similar Companies
- Business
- Boston Partners Global Equity Institutional Class (BPGIX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in a diversified portfolio of global large-cap value equity securities issued by U.S. and non-U.S. companies; the fund employs a bottom-up stock selection process emphasizing attractive valuations, strong business fundamentals such as return on equity and earnings growth, and positive business momentum across sectors including financial services, industrials, healthcare, technology, and consumer defensive; it typically allocates assets with approximately 33% to U.S. stocks, 63% to non-U.S. stocks, and minimal cash holdings, focusing on developed markets in regions such as the Eurozone, United Kingdom, Japan, and Europe ex-Euro while targeting issuers believed to be undervalued relative to benchmarks like the MSCI ACWI Value Index. The fund, launched on December 30, 2011, and domiciled in the United States with total net assets of approximately $282 million USD as of late 2025, is managed by a team led by Christopher Hart since inception, Joshua Jones since 2013, and Soyoun Song since December 2023; it is part of the Boston Partners Investment Funds family under The RBB Fund, Inc., advised by Boston Partners Global Investors, Inc., headquartered at One Beacon Street, Boston, Massachusetts, a firm specializing in value equity strategies since 1995 with over $100 billion in assets under management. Geographically, the fund operates with significant exposure to North America, Europe, and Asia-Pacific developed markets, available for sale in the United States to institutional investors with a minimum initial investment of $100,000 and an expense ratio of 0.95%; it maintains a portfolio of 70-135 stocks, allowing sector deviations driven by stock selection, and may invest up to 20% in non-U.S. dollar-denominated securities or participate in initial public offerings. In recent developments, the fund has demonstrated strong performance driven by stock-picking in financials and across North America and Europe, outperforming 87% of its Global Large-Stock Value peers and the MSCI ACWI Value Index in recent periods as noted in the 3Q 2025 Morningstar analyst report; Boston Partners continues to enhance its platform with new analyst hires in 2024-2025 covering sectors like energy, emerging markets, healthcare services, and sustainability, alongside operational updates such as a mailing address change effective June 2025 and prospectus supplements reflecting ongoing fund family management.