Boston Partners Long/Short Equity Fund
BPLSX
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 (BPLSX) is an open-ended investment company that seeks long-term capital appreciation by investing primarily in equity securities, taking long positions in undervalued stocks and short positions in overvalued ones to minimize general market risk exposure; the fund normally invests at least 80% of its net assets in equities, with long positions typically not exceeding 125% of net assets and allocations including approximately 48% U.S. stocks, 28% non-U.S. stocks, 35% cash, and -11% other positions across sectors such as technology (22%), financial services (19%), and healthcare (13%). It offers institutional class shares with a minimum initial investment of $100,000, daily pricing, a net expense ratio of 2.04%, and total net assets of approximately $107 million, managed in a mid-cap blend style within the long-short equity category by Patrick Regan since 2019. The fund, launched on November 17, 1998, and domiciled in the United States, primarily serves institutional and high-net-worth investors seeking reduced equity market volatility through hedged strategies targeting returns exceeding the S&P 500. Boston Partners Global Investors, Inc., founded in 1995 and headquartered at One Beacon Street, 30th Floor, Boston, Massachusetts, with additional offices in New York, Los Angeles, Greenbrae (California), and London (United Kingdom), acts as the investment adviser overseeing the fund as part of its broader value equity and long/short product suite. The firm manages over $100 billion in assets, emphasizing fundamental research-driven approaches across U.S., global, international, emerging markets, and long/short equity strategies for institutional clients, financial intermediaries, corporations, endowments, and foundations. Recent developments include the June 2024 transfer of the related Boston Partners Global Long/Short Fund to the FundRock trading platform and from SICAV to ICAV structure, enhancing investor access and operational efficiency; anticipation of a fund liquidation effective August 15, 2025, with no new purchases accepted thereafter; and ongoing team expansions with new analysts and portfolio managers joining in 2023-2024 to bolster research capabilities in sectors like energy, healthcare, and emerging markets. These changes reflect strategic platform optimizations and portfolio adjustments amid the firm's continued focus on value-oriented, hedged equity investing.