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Barrow Hanley Launches Five Additional Mutual Funds

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perpetual.com.au

About Us

Responsible Investing

Our Engagement with the Arts

Perpetual Limited

Barrow Hanley is a leader in global value investing, partnering with clients around the world to provide attentive service, insightful perspectives, and competitive returns.

Recognized as one of the few remaining firms dedicated exclusively to value investing, we enjoy a boutique culture with a singular focus to assist clients in meeting their investment objectives.

We have a four-decade history of organizational stability with a strong, investment-driven culture.

Our unwavering value philosophy and disciplined process utilized through multiple market cycles has led to a uniquely consistent client base.

Our History

Our experienced, stable investment team is our greatest asset.

We believe stability is a key component of any successful organization. Our established, solid base of investment professionals continue our longstanding commitment to the value investment style.

Our Team

Barrow Hanley integrates financially material ESG factors into our research and analysis process to mitigate risk and optimize shareholder value.

Our approach to responsible investing is underpinned by the Barrow Hanley Guiding Principles for Responsible Investing, and the key elements of PRI, ISG and IFRS.

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Signatory if Principles for Responsible Investing

Barrow Hanley has been a proud supporter of the arts community in Dallas, Texas since our founding.

Clients and partners who visit our office experience first-hand our appreciation and respect for the arts as made evident by the various paintings and sculptures displayed. Not unlike the paintings hung throughout the office, employees of each successive generation leave their brushstrokes during their time at the firm, adding creativity and contributing to the legacy that is Barrow Hanley.

The Barrow Hanley Collection

Mayorga, Francisco Moreno

In November 2020, Barrow Hanley entered into 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.

Read More (PDF)perpetual.com.au

Value Equity

Our value equity decision-making process is differentiated by two distinguishing factors: our process and the professionals who apply it.

Our process, which has been developed and fine-tuned over more than 30 years, ensures adherence to our strict definition of value through disciplined quantitative analysis. This aspect of the process results in consistency and uniformity of strategy.

Equity Strategy Overview

Value Equity Strategies:

Diversified Large Cap Value Equity Dividend Focused Value Equity Mid Cap Value Equity Small Cap Value Equity Diversified Small Cap Value Equity Non-U.S. Value Equity Global Value Equity Emerging Markets Large Cap Value Equity

Fixed Income

Our commitment to a philosophy that fixed income assets should produce higher returns with lower volatility distinguishes Barrow Hanley from other fixed income competitors.

Our mission is to manage assets in a manner that maintains the integrity of the client's asset mix, while avoiding risks and volatility. Our disciplined investment process places an emphasis on qualitative security analysis, complemented by quantitative tools and risk-control measures that enhance our team's ability to convert yield into a total return advantage, regardless of the direction of interest rates.

Fixed Income Strategy Overview

Fixed Income Strategies:

Core Fixed Income Core Plus Fixed Income Intermediate Fixed Income Short Maturity Fixed Income Investment Grade Credit Fixed Income Intermediate Credit Fixed Income Long Credit Fixed Income Long Government/Credit Fixed Income Extended Duration Fixed Income High Yield Fixed Income TIPS

Investment Strategies

Explore Barrow Hanley's Investment Capabilities and Solutions

Value Equity Strategies

Fixed Income Strategies

Our value equity decision-making process is differentiated by two distinguishing factors: our process and the professionals who apply it.

U.S. Equity

Non-U.S. Equity

Global Equity

Emerging Markets Equity

ESG

Large Cap Value

Diversified Large Cap Value

Dividend Focused Value

Mid Cap Value

Small Cap Value

Diversified Small Cap Value

Concentrated U.S. Opportunities

Non-U.S. Value

ACWI ex-U.S. Value

Global Value Equity

Emerging Markets Equity

Concentrated Emerging Markets ESG Equity

U.S. ESG Value Equity

Global ESG Value Equity

Concentrated Emerging Markets ESG Equity

Our biggest differentiator stems from our commitment to a philosophy that fixed income assets should produce higher returns with lower volatility.

Multi-Sector

Credit Focused

Customized Solutions
(LDI & Inflation Protection)

Alternative Credit

High Quality Core

Core

Intermediate Fixed Income

Long Government/Credit

Short Maturity

Enhanced Intermediate Credit

Intermediate Credit

Investment Grade Credit Fixed Income

Long Credit Fixed Income

Long Government/Credit

Extended Duration

Long Credit Fixed Income

Long Government/Credit

TIPS

Bank Loan Fixed Income

Collateralized Loan Obligations

High Yield Fixed Income

Barrow Hanley meets client objectives by maintaining a long-term focus on mispriced opportunities to deliver competitive investment results.

News & Insights Contact

Barrow Hanley is a leader in global value investing, partnering with clients around the world to provide attentive service, insightful perspectives, and competitive returns.

About Us

Our Business Our History Our Team Responsible Investing Our Engagement with the Arts Perpetual Limited

Value Equity Strategies

Value Equity Strategy Overview Large Cap Value Diversified Large Cap Value Dividend Focused Value Mid Cap Value Small Cap Value Diversified Small Cap Value Non-U.S. Value Global Value Equity Emerging Markets Equity Concentrated Emerging Markets Equity U.S. ESG Value Concentrated U.S. Opportunities

Fixed Income Strategies

Fixed Income Strategy Overview Bank Loan Core Core Plus Enhanced Intermediate Credit Extended Duration High Yield Intermediate Maturity Investment Grade Credit Long Credit Fixed Income Long Government/Credit Short Maturity TIPS

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