Jon Davis

Investor Relations

26 Years of Investment Experience

10 Years at Boston Partners

Mr. Davis holds a B.A. degree in law and society from University of California, Santa Barbara. He holds the FINRA Series 7, 53, 55 and 63 licenses.

Mr. Davis is a member of the Investor Relations Team. In this capacity, Mr. Davis has business development responsibilities for distribution of Boston Partners products to financial intermediary channels which include Registered Investment Advisors, Financial Advisors, Broker/Dealer and Wirehouse Platforms, Turnkey Asset Management Platforms, Bank Trust, Insurance Subadvisory, DCIO and Record-keepers. Prior to this, Mr. Davis was director of strategic relationships at HighMark Funds. Prior to HighMark Funds, Mr. Davis worked at TIAA-CREF where he was director, institutional asset management business development.

Latest News and Insights

The Sustainability and Engagement Team (the “Team”) undertook the following engagement actions during Apri2024.

Issuers we’ve engaged with in March following research or shareholder outreach.

Assistant Portfolio Manager Tim Collard explores the power of share buybacks.

Molly Clements

Research Analyst

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.

Stephen Ferrara

Equity Trader

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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Boston Partners Small Cap Value II

In our first 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.

Long/Short Research

In our first 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.

Long/Short Equity

In our first 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.