Defined Contribution Experience
Barrow Hanley began managing its first defined contribution mandate in 1983. We currently manage a mix of value equity and fixed income assets, including assets for DC plans that are managed through daily-valued separate accounts and sub-advised mutual funds.
Consistent Alpha Generation Across All Strategies
Barrow Hanley's active value equity and fixed income strategies have consistently outperformed their respective passive benchmarks since the inception of the firm in 1979. For the performance record of each of our investment strategies, please click on the relevant strategy link below.
Long Performance Track Record and Style Consistency
Barrow Hanley has managed value equity strategies since 1979 and fixed income strategies since 1983. Style consistency is a hallmark of Barrow Hanley's disciplined investment process.
Investment Vehicles and Strategies
To meet plan sponsor needs, Barrow Hanley's value equity and fixed income strategies are available in both separate accounts and sub-advised mutual fund vehicles. DC plans that utilize multiple Barrow Hanley strategies as part of customized target date portfolios can realize substantial fee discounts.We currently serve as a sub-advisor to more than 45 nationally-recognized mutual funds, including funds in the following strategies for which Barrow Hanley serves as the sole sub-advisor: Touchstone Value Fund: TVLIX 1 and Transamerica Dividend Focused Fund: TDFIX 2.
Barrow Hanley Strategies Available for DC Plans
Lin Fitzenhagen
Managing Director, Client Development
(214) 665-1900
lfitzenhagen@barrowhanley.com
Disclosures
Investing involves risk including loss of principal. For more information pertaining to the mutual fund products above, including investment objectives, risks, charges and expenses, obtain a prospectus. Read the prospectus carefully before investing or sending money. Neither this material nor any accompanying oral presentation or remarks by a representative of the distributors is intended to constitute a recommendation of the funds or a determination of suitability for any investor.
1 Touchstone Value Fund is distributed by Touchstone Securities, Inc., which is not affiliated with Barrow, Hanley, Mewhinney & Strauss, LLC or any other affiliate. For more information on these Funds and to obtain a prospectus, please visit TouchstoneInvestments.com or contact Touchstone at 1-800-543-0407.
2 Transamerica Dividend Focused Fund is distributed by Transamerica Capital, Inc., which is not affiliated with Barrow, Hanley, Mewhinney & Strauss, LLC or any other affiliate. To request a copy of the prospectus, please call 1-888-233-4339.
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.
