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