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Morningstar Names Boston Partners Long/Short Equity as 2014 U.S. Alternatives Fund Manager of the Year

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Boston Partners, a premier provider of value equity investment products, today announced that Morningstar has named Senior Portfolio Manager Robert Jones, Portfolio Manager Ali Motamed and the investment team of Boston Partners Long/Short Equity (ticker: BPLSX and BPLEX) as the 2014 U.S. Alternatives Fund Manager of the Year. The honor, presented as part of Morningstar’s 28th annual U.S. Fund Manager of the Year awards, recognizes the fund’s performance in 2014, as well the track record of the investment team in generating long-term risk-adjusted returns and serving as good stewards of shareholder capital.

“We are honored to be recognized by Morningstar,” said Joseph Feeney, Jr., Co-Chief Executive Officer and Chief Investment Officer of Boston Partners. “Bob, Ali, and the entire long-short investment team deserve this recognition, as they have clearly established themselves as leading authorities in the market for liquid alternative investments. Boston Partners began offering long-short strategies in a mutual fund format in 1998 and in the last 16 years, our analysts and portfolio managers have generated a superb investment track record across a range of domestic and global long-short funds.”

Boston Partners Long/Short Equity is a value-oriented, fundamentally driven strategy that over a market cycle seeks high total returns with lower volatility than the S&P 500 and low correlation to the broad domestic equity market. The fund employs the same “characteristics based” investment approach used by all Boston Partners long-short funds; that is a bottom-up, stock-by-stock analysis of three key attributes: valuation, fundamental quality, and business momentum.

Established in 1988, the Morningstar Fund Manager of the Year awards are chosen based on Morningstar’s proprietary research and in-depth qualitative evaluation by its manager research analysts. In naming Boston Partners Long/Short Equity as the 2014 U.S. Alternatives Fund Manager of the Year, Morningstar cited the fund’s solid long-term performance and attractive alpha generation, noting that Boston Partners delivers “a clear and consistent research process to produce good outcomes for fund shareholders.”

Morningstar announced the U.S. Fund Manager of the Year award winners for 2014 on January 21. The announcement can be found here.

Boston Partners’ experience in long-short strategies dates back to 1998, with the introduction of Boston Partners Long/Short Equity. While the fund was closed to new investors in 2010, the firm manages over $9 billion across all of its long-short strategies. In 2013, the firm launched Boston Partners Global Long/Short Fund (ticker: BGLSX), which is available to the public.

About Boston Partners

Boston Partners is a premier provider of value equity investment products that are firmly grounded in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners is focused on investing in companies with attractive value characteristics and strong business fundamentals, where there is a catalyst for positive change. Boston Partners currently manages $73 billion in a range of investment products including Value Equity, Long/Short Equity, Global and International Equity, Global Long/Short, Small and Micro Cap Equity, and Volatility Harvesting. The firm, founded in 1995, has a longstanding reputation for superior client service. Boston Partners is part of Netherlands-based Robeco, one of the largest European asset management firms. For more information, please visit

Morningstar, Inc.’s awards are based on qualitative evaluation and research, thus subjective in nature and should not be used as the sole basis for investment decisions. Morningstar’s awards are not guarantees of a fund’s future investment performance. Morningstar, Inc. does not sponsor, issue, sell, or promote any open-end mutual funds including Boston Partners funds.

The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. You should consider the investment objectives, risks, charges and expenses of the Boston Partners Funds before investing. A prospectus with this and other information about the Funds may be obtained by calling (888) 261-4073 or download one at Read the prospectus carefully before investing.

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