Boston Partners Long/Short Equity Fund Investor Class
BPLEX
NASDAQ- -
USD
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- -
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
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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 - Leveraged
- Address
- RBB Fund Inc (Robeco) MD United States of America
- IPO Date
- Nov 16, 1998
- CIK
- 0000831114
- Website
- bostonpartners.com
- Similar Companies
- Business
- Boston Partners Long/Short Equity Fund Investor Class (BPLEX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in long and short positions in equity securities, with a focus on mid-cap blend stocks to reduce general equity market risk while targeting total returns exceeding the S&P 500 Index; it employs a long-short equity strategy characterized by approximately 48% U.S. stocks long, 28% non-U.S. stocks long, significant cash holdings at 35%, and short positions netting to -11%, alongside low bond exposure. The fund offers Investor Class shares with a minimum initial investment of $2,500, additional investments from $100, a net expense ratio of 2.29%, daily pricing, and availability exclusively in the United States; key holdings as of recent data include U.S. Bank Money Market Deposit Account (3.65%), BGC Group Inc., InterDigital Inc., Fairfax Financial Holdings Ltd., and Alphabet Inc., representing about 12% of the portfolio, with top-five holdings at 54.53% concentration including shorts. Managed by Patrick Regan since January 2019, the fund falls within the Morningstar Long-Short Equity category, with total net assets of approximately $68 million and share class size of $16 million as of late 2025. Boston Partners Global Investors, Inc., founded in 1995 and headquartered at One Beacon Street, 30th Floor, Boston, MA, serves as the investment adviser, with offices in New York, Los Angeles, Greenbrae (CA), and London to support global operations; the firm manages around $94-$101 billion in assets across 18 strategies, including three long/short equity offerings, and targets institutional clients, financial intermediaries, corporations, foundations, endowments, and Taft-Hartley plans. The BPLEX fund specifically utilizes WPG Partners (Weiss, Peck & Greer), a sub-advisor historically merged with Boston Partners in 2002 following its founding in 1970 and prior ownership by Robeco, for day-to-day portfolio management. Launched on November 17, 1998, and domiciled in the United States, the fund maintains a turnover rate of 44% and a TTM yield of 1.67%. Recent developments include Boston Partners' expansion as sub-advisor for several Column Funds strategies in 2023 and the launch of an exchange-traded fund in partnership with long-standing collaborator John Hancock, bolstering its sub-advisory business that accounts for roughly $35 billion in assets; the firm also deepened its sub-advisory role with John Hancock during this period. Portfolio adjustments in 2025 featured a notable reduction in stake in Flex Ltd. by 602,896 shares amid valuation concerns, reflecting ongoing active management; additionally, as of August 15, 2025, certain Boston Partners funds announced upcoming liquidations with cessation of new purchases, though BPLEX remains open with no indicated closure. No major acquisitions, funding rounds, or name changes specific to BPLEX or its direct management were reported in the last 1-2 years, with focus on team enhancements including new analysts in energy, healthcare, and emerging markets sectors in 2023-2024.