Investment Objective
The Boston Partners Global Long/Short Fund is a diversified fund that seeks long-term capital appreciation. The Fund pursues its objective by taking long positions in stocks identifi ed by the Adviser as undervalued and short positions in such stocks that the Adviser has identifi ed as overvalued.
Reference Index
MSCI World Index – Net
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2 | 0.7 | 0.9 | 0.2 | 0.0 | 0.5 | 0.9 | 0.7 | 0.8 | 0.3 | 0.4 | 1.0 | 0.3 | |
| 2023 | 0.9 | 0.2 | 0.8 | 0.2 | 0.0 | 0.9 | 0.0 | 0.6 | 0.0 | 1.0 | 0.3 | 0.0 | 0.2 |
