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.
Our commitment to in-depth research, continuous company engagement, and breadth of experience empowers us to construct high conviction portfolios.
Firm Philosophy
Barrow Hanley Global Investors slated to launch inaugural CLO offering
Barrow Hanley Global Investors today announced its plan to launch its first collateralized loan obligation (CLO) fund in the fourth quarter of this year.
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.
Understanding the SEC's Proposed Climate Change Rules for Public Companies
Ross Campbell, Director of Responsible Investing, comments on the recent U.S. Securities and Exchange Commission’s proposed standardized climate risk disclosures rules for public companies – and notes the importance of these details being included in filings in order to accurately compare, assess and track over time.
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.
BH Credit Partners December 2021 Monthly Update
Monthly Credit Partners update from the team at Barrow Hanley Global Investors
Perpetual and Barrow Hanley Launch Two Mutual Funds
The Funds are Perpetual’s first registered mutual funds in the US and mark evolution of firm’s strategic partnerships
Rising Inflation Rates, Covid & Portfolio Positioning
Mark Giambrone, Portfolio Manager and Head of U.S. Equities, shares his perspective on rising inflation rates and discusses how he positions the portfolio in an effort to outperform over the long term.
BH Credit Partners November 2021 Monthly Update
Monthly Credit Partners update from the team at Barrow Hanley Global Investors
October 2021 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
Barrow Hanley’s Chet Paipanandiker on Asset TV Fixed Income Masterclass
In the recent Asset TV Masterclass, Fixed Income Portfolio Manager, Chet Paipanandiker, discusses strategies for finding income in the current environment, evaluates the riskiness of these investments, and looks at how interest rates, inflation, and other factors are impacting the asset class.
Barrow Hanley Global Investors Announces Strategic Addition to Americas Distribution Team
Industry Veteran Ann-Therese (AT) O’Neill Joins as Head of Institutional Business Development to Lead Institutional Sales
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.
September 2021 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
Chinese financial market developments - and what it means for investors
Sherry Zhang, Co-Portfolio Manager, explains the investment risks associated with recent Chinese economic policy, and how investors can navigate the current landscape.
Why investors should explore Emerging Markets Value
Rand Wrighton, Head of International Equities & Portfolio Manager, explores why investors should consider EM value for competitive long-term returns.
August 2021 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
July 2021 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
Mark Giambrone notes why he believes we’re in the ‘early innings’ of the value cycle
June 2021 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
May 2021 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
ESG Investing: An Active Value Manager’s View
Ross Campbell, Director, Responsible Investing & Portfolio Manager, shares his thoughts during a recent Portfolio Summits panel on ESG investing from an active value manager perspective.
April 2021 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
March 2021 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
February 2021 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
The Carbon Impact of Staying At Home
As the global pandemic continues, Ross Campbell, Director of Responsible Investing, discusses the carbon impact of staying at home and working remotely.
January 2021 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
Why Value, Why Now?
After over a decade of growth outperforming value, the growth index just had a 12-month record breaking period relative to value.
What makes Barrow Hanley a proven, principled partner?
What values best describe Barrow Hanley? What do our employees enjoy the most about working at the firm? Hear more from the team, including CEO Cory Martin and Founding Director and Portfolio Manager James Barrow.
December 2020 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
Barrow Hanley Completes Deal with Perpetual Limited
Perpetual Acquires 75% Interest in Barrow Hanley from BrightSphere Partnership Expands Barrow Hanley’s Global Reach
Value Opportunities with Leveraged Finance
Listen in as Portfolio Managers Nick Losey and Chet Pai of Barrow Hanley’s Leveraged Finance team discuss the opportunities within the High Yield and Bank Loan markets.
November 2020 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
October 2020 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
Pension Funded Status Increases in Q3
Barrow Hanley has estimated that corporate pension plan funded ratio increased to 84.0% as of September 30, 2020 from 81.4% as of June 30, 2020.
September 2020 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
August 2020 Leveraged Finance Update
Monthly Leveraged Finance update from the team at Barrow Hanley Global Investors
The Value of Looking Ahead in a Growth Market
Barrow Hanley’s James Carpenter and Lin Fitzenhagen talk about why now is a more exciting time than ever for value investors.
Barrow Hanley Remains Committed to Guiding Clients Through COVID-19 Pandemic and Beyond
Barrow Hanley Global Investors Executive Director Cory Martin provides key insight into what the company is doing to uphold its core mission of bringing value to clients during this period of uncertainty.
Understanding the SEC's Proposed Climate Change Rules for Public Companies
Ross Campbell, Director of Responsible Investing, comments on the recent U.S. Securities and Exchange Commission’s proposed standardized climate risk disclosures rules for public companies – and notes the importance of these details being included in filings in order to accurately compare, assess and track over time.
Barrow Hanley’s Chet Paipanandiker on Asset TV Fixed Income Masterclass
In the recent Asset TV Masterclass, Fixed Income Portfolio Manager, Chet Paipanandiker, discusses strategies for finding income in the current environment, evaluates the riskiness of these investments, and looks at how interest rates, inflation, and other factors are impacting the asset class.
What makes Barrow Hanley a proven, principled partner?
What values best describe Barrow Hanley? What do our employees enjoy the most about working at the firm? Hear more from the team, including CEO Cory Martin and Founding Director and Portfolio Manager James Barrow.
Barrow Hanley Remains Committed to Guiding Clients Through COVID-19 Pandemic and Beyond
Barrow Hanley Global Investors Executive Director Cory Martin provides key insight into what the company is doing to uphold its core mission of bringing value to clients during this period of uncertainty.
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.
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.
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.
Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa.
