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March 26, 2026
Redefining value: from style category to investment discipline
Value and growth are often framed as two opposing equity styles, but the reality is far less binary. Boston Partners explains how style drift by a portfolio manager may be evidence of disciplined adherence to an investment process rather than a process breakdown.
Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join the podcast to discuss today’s energy-driven market volatility and shifting inflation expectations.
Collective investment trusts (CITs) are tax-exempt, pooled investment vehicles that are exempt from many of the regulatory requirements that drive mutual fund expenses, generally giving them a fee advantage—one reason why they’re increasingly being offered in 401(k) plans.
Separately managed accounts (SMAs) are managed by investment professionals and designed for high-net-worth individuals who have specialized or sophisticated needs and seek bespoke investment solutions. We discuss who SMAs are made for and their benefits and disadvantages.
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