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
Small Cap Value Emerging from the Desert: The Case for the Next Decade
2022 set records for all the wrong reasons, and small cap stocks weren’t spared as the Russell 2000 posted its third worst calendar year on record. Investors wrestled with the secular shifts underway in financial markets, economic trends, geopolitical unrest, and global monetary policy—a list which remains daunting to reconcile in 2023.
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:
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.
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:
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.
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.
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:
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.
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.
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.
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.
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.
