Boston Partners' Josh Jones: 'This has been the toughest environment for us since the late 1990s'

Value comeback

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 Boston Partners' products, it use a three-circle-approach based on a bottom-up analysis of valuation, fundamental quality and business momentum, that is investing in companies with attractive value characteristics and strong business fundamentals, where there is a catalyst for positive change.   'Ignoring this is a mistake': Warning as growth vs value cycle set to 're-establish itself' ...