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47803U640

CUSIP

Class I

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JVLIX

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CUSIP 47803U640

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Disciplined Value Fund

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CUSIP

47803U640

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Overview

Managed by

Specialist in traditional value equity investing based on a time-tested investment process developed in the 1980s that emphasizes investing in companies with attractive value characteristics, strong business fundamentals, and positive business momentum

Mark E. Donovan, CFA

Mark is a senior portfolio manager at Boston Partners focusing on large-cap value equities. Previously, he was also the firm’s co-CEO, responsible for strategic and tactical operating decisions....

1997

24 Years on fund

40 Years of experience

David T. Cohen, CFA

David is an equity portfolio manager of large-cap value portfolios at Boston Partners. Previously, he was an equity analyst with the firm, specializing in energy, engineering and construction, a...

1997

3 Years on fund

16 Years of experience

Joshua C. White, CFA

Joshua is an equity portfolio manager of large-cap value portfolios at Boston Partners. Previously, he was a portfolio manager for the firm’s global equity and international equity strategies an...

1997

0 Years on fund

15 Years of experience

Management team

Mark E. Donovan, CFA

Mark is a senior portfolio manager at Boston Partners focusing on large-cap value equities. Previously, he was also the firm’s co-CEO, responsible for strategic and tactical operating decisions. Prior to becoming one of the founding partners of Boston Partners in 1995, he was a senior vice president and equity portfolio manager at The Boston Company, worked as a consulting associate with Kaplan, Smith & Associates, and as a securities analyst at Value Line. Mark earned a B.S. from the Rensselaer Polytechnic Institute and holds the Chartered Financial Analyst designation.

1997

24 Years on fund

40 Years of experience

David T. Cohen, CFA

David is an equity portfolio manager of large-cap value portfolios at Boston Partners. Previously, he was an equity analyst with the firm, specializing in energy, engineering and construction, and metals and mining. Prior to joining Boston Partners in 2016, he was a portfolio manager of a global energy hedge fund at Loomis Sayles, where he also served as an equity analyst covering the energy, materials, and industrials sectors. Prior to joining Loomis Sayles in 2005, he was a consultant relations coordinator at MFS Investment Management. David earned a B.A. from the University of Michigan and an M.S. from Brandeis University, and holds the Chartered Financial Analyst designation.

1997

3 Years on fund

16 Years of experience

Joshua C. White, CFA

Joshua is an equity portfolio manager of large-cap value portfolios at Boston Partners. Previously, he was a portfolio manager for the firm’s global equity and international equity strategies and, before that, he was a global generalist providing fundamental research on global equities. Joshua earned a B.A. from Middlebury College and holds the Chartered Financial Analyst designation.

1997

0 Years on fund

15 Years of experience

David J. Pyle, CFA

David is a portfolio manager of large-cap value portfolios at Boston Partners. Previously, he was a research analyst, covering the utility, insurance, leisure and lodging, packaging, publishing, and computer equipment and services sectors. He joined the firm from State Street Research, where he was a research analyst and associate portfolio manager in their value equity group, and began his career in 1995 at PricewaterhouseCoopers. David earned a B.S. from California State University, Chico; an M.B.A. from the Kenan-Flagler School of Business at the University of North Carolina; and holds the Chartered Financial Analyst designation.

1997

13 Years on fund

26 Years of experience

Stephanie T. McGirr

Stephanie is an equity portfolio manager of large-cap value portfolios at Boston Partners. Previously, she was an equity analyst with the firm, specializing in healthcare services, insurance, restaurants, and retail. Before assuming that role, she was a research and quantitative assistant in the firm’s research group. Prior to joining Boston Partners in 2002, she was an operations associate at Arthur Andersen. Stephanie earned a B.A. from Colgate University.

1997

3 Years on fund

19 Years of experience

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