The strategy, managed by a team with deep experience investing together through multiple market cycles, utilizes the full breadth of the firm’s fundamental research capabilities to identify companies across the market cap spectrum in order to exploit inefficiencies resulting in a differentiated portfolio.
Seeks to outperform the Credit Suisse Leveraged Loan Index over a full market cycle.
We believe markets are inefficient, and that these inefficiencies can best be exploited through adherence to a valuation centric investment process dedicated to the selection of securities on a bottom-up basis. Additional market forces of rate volatility, market liquidity, new issue underwriting activity and fund flows, among other influences, create inefficiencies that provide trading opportunities. Barrow Hanley’s fundamental credit research allows our team to accurately price the risk of loss and generate above market returns.
* Most recent quarter returns are not annualized. Past performance does not guarantee future results and there is no assurance that the Strategy will achieve its investment objective.
** Inception Date: 5/31/18