About BELSX
The Boston Partners Emerging Markets Dynamic Equity Fund Institutional Class is a mutual fund designed to pursue **long-term capital growth** by investing primarily in equity securities associated with emerging market countries. The fund follows a **multi-strategy, long-short approach**, allocating assets both to long positions in companies expected to outperform and short positions in companies deemed likely to underperform. This flexible strategy aims to enhance returns while managing risk in often volatile emerging markets.
The fund invests at least 80% of its net assets in equities or instruments tied economically to emerging market issuers, which are defined broadly to include countries recognized as emerging markets by entities like the World Bank or included in the MSCI Emerging Markets Index. Investments span large, mid, and small-cap companies and can include common and preferred stocks, depositary receipts, derivatives, and exchange-traded funds. The fund also employs a wholly-owned offshore subsidiary to facilitate certain positions, particularly in Indian markets.
Boston Partners Emerging Markets Dynamic Equity Fund Institutional Class plays a role in providing institutional investors with **diversified exposure to emerging markets** and the potential for alpha through active management, sector allocation, and both long and short positioning. Its strategy targets various sectors including technology, consumer discretionary, industrials, and financials, reflecting its dynamic approach to navigating developing economies.
Category Long-Short Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BELSX
Share Class Institutional Class
Index MSCI EM (Emerging Markets) NR USD
BELSX had a total return of 11.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.73%.
