Principled | Proven | Partners

Disciplined Value Investors Since 1979

We believe in the long-term advantages of value investing and our ability to partner with clients to achieve distinct goals. A collegial environment, bespoke approach to client service, and longstanding history of competitive returns yields a principled, proven partner.

14
Value Equity Strategies
14
Fixed Income Strategies
$
44
.
0
b
Assets Under Management (as of 12/31/22)
50
+
Investment Professionals

Our commitment to in-depth research, continuous company engagement, and breadth of experience empowers us to construct high conviction portfolios.

Firm Philosophy
BH Credit Partners February 2023 Monthly Update
March 17, 2023
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Insights

BH Credit Partners February 2023 Monthly Update

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Valuing Women in Investing
March 7, 2023
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Videos

Valuing Women in Investing

On International Women’s Day, a few of Barrow Hanley’s women leaders share their stories and advice as we look to encourage and inspire the next generation of women investment professionals:

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WEBINAR: Citywire Due Diligence Report-Targeted Opportunities in High Yield
March 6, 2023
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Media Appearances

WEBINAR: Citywire Due Diligence Report-Targeted Opportunities in High Yield

Nick Losey joins a panel of fixed income portfolio managers to discuss the current environment for investing in high yield bonds and shares why he believes it’s a good time to invest in the asset class.

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4Q22 Review & Outlook: Diversified Large Cap Value
February 28, 2023
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Videos

4Q22 Review & Outlook: Diversified Large Cap Value

Learn how Barrow Hanley’s Diversified Large Cap Value strategy delivered alpha during 4Q 2022, and how it stands out amongst its peers. Mark Giambrone provides a portfolio review and market outlook here:

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BH Credit Partners January 2023 Monthly Update
February 17, 2023
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Insights

BH Credit Partners January 2023 Monthly Update

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4Q22 Market Update: Emerging Markets
February 6, 2023
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Videos

4Q22 Market Update: Emerging Markets

Rand Wrighton provides his perspective on why he believes fourth quarter marked a meaningful inflection point for emerging markets, and why 2023 remains favorably for value investments.

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Small Cap Value Emerging from the Desert: The Case for the Next Decade
February 1, 2023
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Insights

Small Cap Value Emerging from the Desert: The Case for the Next Decade

Small cap companies appear positioned for a secular bull market for the first time in over a decade—particularly those levered to capital cycles. We make the case for the next decade.

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CHART: Value’s Back  - Why Do Starting Valuation Points Matter? Historical Correlation to Forward Returns
January 23, 2023
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Insights

CHART: Value’s Back - Why Do Starting Valuation Points Matter? Historical Correlation to Forward Returns

Why do valuation starting points matter? Historically, they show a correlation to forward market returns. Value’s current valuation discount of 41% on forward price-to-earnings (as of 9/30/22) indicate favorable returns relative to growth. Value’s back…and it’s only just begun:

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BH Credit Partners December 2022 Monthly Update
January 17, 2023
|
Insights

BH Credit Partners December 2022 Monthly Update

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CHART: Value’s Back – Russell 1000 Growth and Value: YTD22 P/E Contraction
January 9, 2023
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Insights

CHART: Value’s Back – Russell 1000 Growth and Value: YTD22 P/E Contraction

Looking for a sign that value is back? Look no further than rising interest rates and elevated inflation focusing investors on the value comeback underway.

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Barrow Hanley Global Investors Closes Inaugural CLO Equity Fund
March 15, 2022
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Updates

Barrow Hanley Global Investors Closes Inaugural CLO Equity Fund

Barrow Hanley Global Investors today announced the closing of its inaugural CLO equity fund, Barrow Hanley CLO Fund I LP.

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Insights

BH Credit Partners February 2023 Monthly Update

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BH Credit Partners January 2023 Monthly Update

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Insights

BH Credit Partners December 2022 Monthly Update

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BH Credit Partners November 2022 Monthly Update

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BH Credit Partners October 2022 Monthly Update

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BH Credit Partners September 2022 Monthly Update

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Insights

Why Value, Why Now

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BH Credit Partners August 2022 Monthly Update

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BH Credit Partners July 2022 Monthly Update

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BH Credit Partners June 2022 Monthly Update

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BH Credit Partners May 2022 Monthly Update

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Insights

ESG Investing - Passive vs Active

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Insights

The Value Case for Active Management in ESG Integration

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Insights

Know Your Value

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(PDF)
Valuing Women in Investing
March 7, 2023
|
Videos

Valuing Women in Investing

On International Women’s Day, a few of Barrow Hanley’s women leaders share their stories and advice as we look to encourage and inspire the next generation of women investment professionals:

Read More
(PDF)
View >
4Q22 Review & Outlook: Diversified Large Cap Value
February 28, 2023
|
Videos

4Q22 Review & Outlook: Diversified Large Cap Value

Learn how Barrow Hanley’s Diversified Large Cap Value strategy delivered alpha during 4Q 2022, and how it stands out amongst its peers. Mark Giambrone provides a portfolio review and market outlook here:

Read More
(PDF)
View >
4Q22 Market Update: Emerging Markets
February 6, 2023
|
Videos

4Q22 Market Update: Emerging Markets

Rand Wrighton provides his perspective on why he believes fourth quarter marked a meaningful inflection point for emerging markets, and why 2023 remains favorably for value investments.

Read More
(PDF)
View >
3Q22 Review & Outlook: Diversified Large Cap Value
November 16, 2022
|
Videos

3Q22 Review & Outlook: Diversified Large Cap Value

Portfolio Manager Mark Giambrone provides a review of the Barrow Hanley Diversified Large Cap Value portfolio’s performance for 3Q22 and shares his expectations for Value investing over the near and intermediate term.

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Asset TV Masterclass: Investing in Emerging Markets
October 27, 2022
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Videos

Asset TV Masterclass: Investing in Emerging Markets

What makes emerging markets an attractive investment given the broader economic risks? Head of International Equities Rand Wrighton discusses on Asset TV Masterclass.

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WEBINAR: Citywire Due Diligence Report-Targeted Opportunities in High Yield
March 6, 2023
|
Media Appearances

WEBINAR: Citywire Due Diligence Report-Targeted Opportunities in High Yield

Nick Losey joins a panel of fixed income portfolio managers to discuss the current environment for investing in high yield bonds and shares why he believes it’s a good time to invest in the asset class.

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(PDF)
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Mark Giambrone appears on CNBC’s Closing Bell to discuss Fed moves
May 10, 2022
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Media Appearances

Mark Giambrone appears on CNBC’s Closing Bell to discuss Fed moves

Head of US Equities, Mark Giambrone, appears on CNBC’s Closing Bell: Overtime to discuss how the “Market will struggle as it deals with a less friendly Fed.” “There’s an old mantra in the market called ‘don’t fight the Fed’ – and it’s true now,” says Giambrone.

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Mark Giambrone discusses market outlook on TD Ameritrade Network
October 14, 2021
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Media Appearances

Mark Giambrone discusses market outlook on TD Ameritrade Network

Mark Giambrone notes the ‘reopening phase’ we’ve witnessed is coming to an end and explains we’re now moving into a more normal period where fundamentals are key, making it a stock picker’s market.

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Media Contact

James Doyle

jdoyle@jconnelly.com
(973) 850-7308

 

All opinions expressed in video and thought leadership content constitute Barrow Hanley’s opinion at the time of issuance. The information provided is for informational purposes only and is not intended to be an offer, solicitation, or recommendation with respect to the purchase or sale of any security, nor a recommendation of services supplied by any money management organization. Past performance is not indicative of future results.

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