Value Proposition: The Value of Looking Ahead in a Growth Market
At the tail end of one of the longest bull markets in recent memory, the disparity between growth and value investments has been noticeable. With growth stocks outperforming value by such a large margin, it might come to follow that value investors are feeling some trepidation.
However, this could not be further from the truth.
On this episode of the Value Proposition, James Carpenter, Client Portfolio Manager and Lin Fitzenhagen, Head of Client Development at Barrow Hanley, walk through the cyclical past of the market to reveal the exciting future potential of value investment.
Carpenter and host Lin Fitzenhagen also outline the current state of the market compared to the tech boom in the 1990s, the staying power of current tech giants at the top of the charts, and the potential impact of the massive economic action from central banks across the world to prop up the international economies.
Tune in to hear how and why Barrow Hanley's 40 years of investing experience gives our firm and ultimately our clients the edge in navigating the future of value investments.
July, 2020
Barrow Hanley's James Carpenter and Lin Fitzenhagen talk about why now is a more exciting time than ever for value investors.
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Value Equity Management
By exploiting the inefficiencies inherent in the equity market, Barrow Hanley seeks to produce returns in excess of the broad market with risk below the market, across all capitalization ranges. The Barrow Hanley value equity strategies emphasize strict adherence to style, internally-generated fundamental research, low portfolio turnover, and active, prudently-concentrated portfolios.
Fixed Income Management
The Barrow Hanley fixed income strategies emphasize the fundamental role of fixed income in traditional institutional portfolios and seeks to protect assets, while producing a predictable stream of income. Portfolios are constructed on a bottom-up basis and credit selection is enhanced by Barrow Hanley's firm-wide research process.