The Barrow Hanley CLO platform, managed by a team with experience investing through multiple market cycles, utilizes the full breadth of the firm’s fundamental research capabilities to identify companies and credits that they believe will generate attractive risk adjusted returns for all stakeholders within a CLO structure.
Seek to originate and manage CLOs in order to provide attractive risk-adjusted returns.
We believe that CLOs provide attractive yield and returns for investors. CLOs are durable and stable investments when managed properly, as demonstrated through multiple market cycles. Our deep experience, access to firm resources, and our fundamental credit analysis process all portend a team that is focused on optimizing risk-adjusted returns within the risk mitigating constraints of the liabilities.
For more information on CLOs, please reach out to Alexander Grause, Portfolio Specialist, at email@example.com
Sources for data noted above are from APX, Credit Suisse and Bloomberg Index Services Limited as of the date specified. Material presented is based on the composite and not an individual account.
Barrow Hanley gross returns are shown before investment management fees and custody expenses. Index returns do not reflect transaction costs, management fees, and other expenses. Performance is expressed in U.S. currency. Net returns are calculated using a model fee. The model fee is based on the highest tier of our standard fee schedule. Barrow, Hanley, Mewhinney & Strauss, LLC claims compliance with the Global Investment Performance Standards (GIPS®).
Credit Suisse Index data is permissible for use by Barrow Hanley for client reporting and marketing purposes. This data is not permitted to be re-distributed.
All institutional product information has been provided by Barrow, Hanley, Mewhinney & Strauss, LLC. Any questions about this material or requests for additional information may be made directly to the firm by contacting us here.