Boston Partners' Josh Jones, has said the underperformance of value has been tough for his Global Long/Short Equity strategy, but that he anticipates a comeback as his short positions in growth areas are starting to come through.
The $1.5bn fund, which Jones has been a co-manager of since 2013 alongside Christopher Hart and Joshua White, follows a global all-cap strategy and takes both long and short positions. As with all of...
Equity fund targeting 3% outperformance
Caught between the growth potential of emerging economies and US tech, and the relative comfort of the UK domestic market, European equities are often overlooked by UK investors.
When it comes to the Japanese market currently, cash is in abundance, valuation metrics are not stretched and corporates have the capacity to increase returns to shareholders.
Expect an average TSR of 5.6% over the next three years
Annual letter to investors