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Pursuing better outcomes for investors
A closer look at our time-tested, Three Circles approach to investing
A closer look at our time-tested, Three Circles approach to investing
Investing since 1984
At Boston Partners since 2010
Mr. Forelli is Head of Portfolio Research for Boston Partners where he directs a team of investment professionals in formulating, developing, and communicating the firm’s investment narrative. Prior to this role, he was a senior portfolio analyst at the firm. Mr. Forelli has extensive experience with all of the firm’s strategies and 12 years of experience as a portfolio manager focused on large-cap equities. He joined the firm in May 2010 from Independence Investments where he was a large-cap core portfolio manager, senior partner, and member of the Investment Committee. Mr. Forelli was also a research analyst specializing in health care, chemical, capital goods, and industrial companies. He began his career as an investment banker with Prudential Securities focusing on raising capital for emerging growth companies and merger and acquisition transactions. Mr. Forelli earned a B.A. in Economics from Dartmouth College and an M.B.A. from the Tuck School of Business at Dartmouth College. He holds the Chartered Financial Analyst® designation and FINRA Series 7 and 66 licenses.
Important information: The services and products described on this website are intended to be made available only to persons in the United States and United Kingdom and is only directed at those meeting the criteria of Professional Clients as per the rules of the UK Financial Conduct Authority. Nothing on this website shall be considered a solicitation or advice to buy or an offer to sell a security to any person
in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
Boston Partners (UK) Ltd is authorised and regulated by the Financial Conduct Authority.
Ms. Clements is a Research Analyst for Boston Partners, serving on the Sustainability and Engagement team. She joined the firm in January 2024. Ms. Clements is responsible for original ESG/sustainability research on companies held in Boston Partners’ portfolios. She holds dual B.A. degrees in Economics and Psychology from Hobart and William Smith Colleges. Ms. Clements began her career in the industry in 2024.
Investing since 2014.
At Boston Partners since 2023.
Mr. Ferrara is an Equity Trader for Boston Partners. Prior to joining the firm in June 2023, he held the position of senior trader at Man Group. Mr. Ferrara holds a B.S. in Business Management from Suffolk University.
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In our fourth quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.
In our fourth quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.
In our fourth quarter portfolio manager presentations, we dive into the latest quarterly performance-drivers and share our thoughts on the market environment.
Click the link below each video for access to the corresponding presentation.
