Robeco Sees Value in Large-Cap

October 27, 2008

If you are a portfolio manager with a strategy of looking for individual companies that are undervalued and that stand a good chance of showing significant appreciation over the long term, you might think that right now, with the broader market and the Dow both down close to 40%, it would feel like being a kid in a candy shop. But it's not that simple, said Mark E. Donovan, co-CEO (with Jay Feeney) of Robeco Investment Management, the U.S. arm of Rotterdam-based Robeco Group. Donovan, who is portfolio manager of Robeco Boston Partner's Large-Cap Value Equity strategy, said that before a company can be added to the strategy's portfolio, it must meet three stringent criteria to establish its credentials as a value investment.

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