Boston Partners Long/Short Equity Fund (BPLSX) Research
The fund's strategy involves acquiring long positions in stocks that its adviser identifies as undervalued, alongside initiating short positions in securities deemed overvalued. Ordinarily, the portfolio aims to commit at least 80% of its net capital, a figure that includes any funds borrowed for investment purposes, to equity instruments. Moreover, under standard operating conditions, the aggregate value of its long investments is not expected to surpass roughly 125% of the fund's net assets.
Market snapshot
- Symbol
- BPLSX
- Price
- $16.53
- Day change
- -0.12%
- Market cap
- $123.1M
- 52-week range
- 13.4-16.75
- Sector
- Financial Services
- Industry
- Asset Management - Leveraged
Peer companies
- Virtus NFJ International Value Fund (AFJAX)
- Ave Maria Focused Fund (AVEAX)
- Beck Mack + Oliver Partners Fund (BMPEX)
- Destra Multi-Alternative Fund (DMA)
- Government Street Mid-Cap Fund (GVMCX)
- Hennessy Large Cap Financial Fund (HLFNX)
- Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund (PLHHX)
- Guggenheim StylePlus - Mid Growth Fund (SEUPX)
Open Boston Partners Long/Short Equity Fund (BPLSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.