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A value investing approach that doesn’t need typical value markets

Value investing is a style that has shown it can produce market-beating returns, though some believe it needs a specific environment in which to succeed. That’s partly because value is often seen as a rival to growth investing, a style which can generate higher returns during certain market conditions. But this is not necessarily always the case.

Authors

    Boston Partners
    A value-focused asset manager

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Research by veteran value investing specialist and Robeco’s sister company Boston Partners shows that the value style does not need a ‘value market’ – sometimes symbolized by a gloomier, lower-growth environment – in order to generate alpha. It can in fact do well in ‘all weathers’, offering a durable and reliable approach that can work inside a diversified portfolio.

In this article, we use the Robeco BP US Large Cap Equities strategy as a proxy to demonstrate how the Boston Partners value approach has added value through different market environments.

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BP US Large Cap Equities D USD

performance ytd (31-3)
1.04%
Performance 3y (31-3)
14.69%
morningstar (31-3)
4 / 5
SFDR (31-3)
Article 8
Dividend Paying (31-3)
No
View the fund
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

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