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
A Shift toward Value Investing Amidst Changing Market Sentiment
Following one of the most narrow, one-way, momentum-driven markets in financial history, signs are pointing to a change of sentiment that bears well for value investors.
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.
Value’s Back….And It’s Only Just Begun
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.
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.
Advantage Active: Value Lies in the Eye of the Beholder….And the Index Provider?
The recent reconstitution of the popular value benchmark index resulted in the inclusion of “non-value” companies—and created even more opportunity for active managers to add alpha.
How Does a Value Manager Differentiate Itself from the Pack?
Chief Executive Officer Cory Martin is featured in a Q&A with Private Wealth Magazine’s Russ Alan Prince to discuss how he believes Barrow Hanley distinguishes itself from its peers in the value investing space.
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.
On-Demand Webinar: Year-End Review & 2024 Outlook for Value Investing
As we bid adieu to 2023, Head of US Equity @Mark Giambrone and Head of International Equity @Rand Wrighton reflect on this past year of market twists and turns and share their perspectives on where to uncover value opportunities in 2024―from emerging economies to established powerhouses and specific industries.
Asset TV Masterclass: International Investing
Head of International Equities Rand Wrighton discusses why he currently likes investment opportunities in China, despite rising political tensions with the U.S. Watch now on Asset TV Masterclass and earn one hour of CFP and CIMA CE credit:
The Impact of 1Q 2023 Financial Stressors on High Yield and Bank Loan Securities
First quarter of 2023 presented significant volatility within the Financials sector, due to the crisis of confidence in regional banks and the subsequent demise of Silicon Valley Bank (SVB) specifically―the largest bank failure since Lehman Brothers in 2008.
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.
Barrow Hanley is a leader in global value investing, partnering with clients around the world to provide attentive services, insightful perspectives, and competitive returns.
The "Value Proposition" provides a multimedia experience, featuring insights from our industry experts, where they discuss their perspectives on market conditions, investment trends and more.
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.
