Boston Partners Small Cap Value Fund II Investor Class
BPSCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
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
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- RBB Fund Inc (Robeco) MD United States of America
- IPO Date
- Jun 30, 1998
- CIK
- 0000831114
- Website
- bostonpartners.com
- Similar Companies
- Business
- Boston Partners Small Cap Value Fund II Investor Class (BPSCX) is an open-end mutual fund that employs a value-oriented investment strategy focused on small-cap equities, seeking undervalued U.S. stocks with strong fundamentals, attractive valuations, and positive business momentum. The fund invests primarily in small-capitalization companies within the small value category, with top holdings including Magnite Inc., Federal Agricultural Mortgage Corp., FirstCash Holdings Inc., SLM Corp., and Assured Guaranty Ltd.; its portfolio allocation features approximately 95% in U.S. stocks, 3% in cash, and 2% in non-U.S. stocks across sectors such as financial services, communication services, industrials, and technology. Managed by George Gumpert since 2005, with support from the Boston Partners team, the fund targets institutional and retail investors, including those with minimum initial investments of $2,500, and maintains a net expense ratio of 1.26%. Boston Partners Global Investors, Inc., the fund's adviser and an indirect wholly owned subsidiary of ORIX Corporation of Japan, was founded in 1995 and is headquartered at One Beacon Street, 30th Floor, Boston, Massachusetts, with additional offices in New York, Los Angeles, Greenbrae, and London. The firm offers a range of equity strategies, including U.S. value, global, international, emerging markets, long/short, and small/micro-cap products through divisions such as Boston Partners, Boston Partners Private Wealth, and Weiss, Peck & Greer (WPG) Partners. BPSCX, launched on July 1, 1998, operates within the U.S. market, with total net assets of approximately $637 million and share class assets of $55 million as of recent data. In recent developments, Boston Partners has expanded its analyst team with key hires in 2023-2025, including research analysts for small-cap value strategies at WPG Partners such as Mr. Schukman (2023), Mr. Hellauer (2020), and others specializing in energy, emerging markets, and healthcare services, enhancing portfolio management capabilities. The firm has also strengthened client service and investor relations through additions like Senior Client Relations Specialist Zoe (2025) and Investment Advisor Josh (2025) in the Private Wealth division, alongside product managers and relationship managers in 2023-2024. These personnel enhancements reflect ongoing strategic investments in talent to support growth across small-cap value and related equity offerings amid stable operations.