Large Cap US Equity Strategy

The “Fundamental Truths” According to Mark Donovan, an Unswayed Value Investor

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The “Fundamental Truths” According to Mark Donovan, an Unswayed Value Investor

Author: Fórmate a Fondo

  1. Robeco Boston Partners invests in equities based on the process of the “Three Circles”: Attractive valuation, sound business fundamentals, and good momentum
  2. According to Mark Donovan, portfolio manager of the company’s Large Cap US Equity strategy, the evolution of interest rates in recent years has created valuation traps in certain sectors, such as utilities
  3. As a large caps investor, Donovan closely monitors the US dollar effect on the earnings of US companies
  4. An interesting factor in the current North American business scene is the proliferation of activist investors.
  5. Activist investors acquire a stake in companies in which they see they would be able to obtain value with some major changes in senior management