- CEO
- Ron Baron
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- New York, NY 10022 New York NY United States of America 10153
- IPO Date
- Nov 29, 2010
- Business
- Boston Partners Long/Short Research Fund Investor Class (BPRRX) is an open-end mutual fund that employs a long/short equity strategy, taking long positions in undervalued stocks across large-, mid-, and small-cap companies and short positions in overvalued stocks to pursue long-term total return while seeking to reduce market risk. The fund, domiciled in the United States and available primarily to U.S. investors, allocates primarily to U.S. equities (approximately 56%), non-U.S. equities (11%), and cash equivalents (34%), with sector exposures including financial services, industrials, technology, consumer cyclical, and healthcare; top holdings feature companies such as JPMorgan Chase & Co., AbbVie Inc., Wells Fargo & Co., Frontdoor Inc., and Alphabet Inc.. Managed by Joseph Feeney since inception and Scott Burgess since December 2022 within the RBB Fund, Inc. series, the Investor Class shares carry a net expense ratio of 2.15%, a minimum initial investment of $2,500, and total net assets for the fund exceeding $559 million as of recent data. Launched on November 29, 2010, the strategy operates under Boston Partners, headquartered in Boston, Massachusetts, with a focus on institutional and retail investors seeking blend-style, market-neutral exposure in the long-short equity category. Recent developments include portfolio adjustments with new positions in holdings like Endeavour Mining plc, Energy Transfer LP, Nordson Corporation, and Boston Properties, Inc., alongside ongoing enhancements to the firm's research team through multiple analyst hires in 2023 and 2024; while the related Boston Partners Global Long/Short Fund transitioned to the FundRock platform and ICAV structure in June 2024 with new share classes, no specific operational changes such as liquidations or closures were noted for BPRRX itself as of August 2025.