Viewpoints by Mark E. Donovan, CFA, Senior Portfolio Manager at Boston Partners

Mark is a founding member, CEO, and senior portfolio manager at Boston Partners, responsible for strategic and tactical operating decisions affecting the firm. Prior to founding the firm 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.
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Watch out when value returns to favor
Growth has outperformed value for most of the past 10 years, but when value eventually takes back leadership, the reversal may end up being dramatic.
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Rethinking value investing in your portfolio
Value investing isn't limited by sector definitions. Mark Donovan of John Hancock Disciplined Value Fund discusses where he and his team see value today.
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Active management: the value of a systematic, bottom-up investment approach
The investment landscape is defined by the active-passive debate, but it is important to evaluate strategies based on each philosophy and process.
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