Barrow, Hanley, Mewhinney & Strauss, LLC has provided value-oriented investment strategies to institutional investors, mutual funds, and family offices since 1979. Today, clients rely on Barrow Hanley to manage equity and fixed income portfolios with the same rigor, discipline, and consistency utilized in Barrow Hanley's flagship large cap value equity strategy for more than 40 years. Please take a moment to learn more about the investment philosophy and process that Barrow Hanley uses to manage value equity and fixed income portfolios.

Barrow Hanley Announces Partnership with Perpetual Limited

We are pleased to announce that on July 27, 2020 Barrow Hanley agreed to build a new strategic partnership with one of our existing clients, Perpetual Limited (ASX:PPT), an Australian financial services firm. This partnership provides an opportunity for Barrow Hanley to offer its proven investment strategies to Australian, Asian and Pan-Pacific retail and institutional investors. Barrow Hanley will retain its brand autonomy and continue to operate independently with no change to its investment teams and philosophy. Its existing management will continue to lead the business ensuring a commitment to their established valuation-centric approach and unwavering adherence to their time-tested, disciplined investment process. We are extremely excited that Perpetual pursued our firm to be their strategic partner and we are enthusiastic about the opportunistic path ahead. Our CEO, Cory Martin, provides more details in the video.

August, 2020

We are pleased to announce that on July 27, 2020 Barrow Hanley agreed to build a new strategic partnership with one of our existing clients, Perpetual Limited, an Australian financial services firm.

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.

READ MORE

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.

READ MORE

You are leaving barrowhanley.com

You are now leaving the barrowhanley.com website. This link is provided as a convenience. Barrow Hanley is not responsible for the content provided on your destination site.

CONTINUECANCEL