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 PhilosophyWe 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. This partnership provides an opportunity for Barrow Hanley to offer its proven investment strategies to Australian, Asian and Pan-Pacific retail and institutional investors.
February 2021 Leveraged Finance Update
February 2021 Monthly Leveraged Finance update from the team at Barrow Hanley.
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.
Mark Giambrone discusses the economic recovery on TD Ameritrade
Portfolio Manager Mark Giambrone discusses the impact of the economic recovery on growth and value stocks and how earnings are expected to continue improving with Oliver Renick on TD Ameritrade Network.
January 2021 Leveraged Finance Update
January 2021 Monthly Leveraged Finance update from the team at Barrow Hanley.
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.
December 2020 Leveraged Finance Update
December 2020 Monthly Leveraged Finance update from the team at Barrow Hanley.
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
November 2020 Monthly Leveraged Finance update from the team at Barrow Hanley.
October 2020 Leveraged Finance Update
October 2020 Monthly Leveraged Finance update from the team at Barrow Hanley.
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
September 2020 Monthly Leveraged Finance update from the team at Barrow Hanley.
August 2020 Leveraged Finance Update
August 2020 Monthly Leveraged Finance update from the team at Barrow Hanley.
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.
Mark Giambrone discusses the economic recovery on TD Ameritrade
Portfolio Manager Mark Giambrone discusses the impact of the economic recovery on growth and value stocks and how earnings are expected to continue improving with Oliver Renick on TD Ameritrade Network.
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.
Portfolio Manager Mark Giambrone discusses the economic recovery on TD Ameritrade
Mark discusses the impact of the economic recovery on growth and value stocks and how earnings are expected to continue improving with Oliver Renick on TD Ameritrade Network.
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.
