The Value Run Isn't Done
Growth stocks outperformed value stocks during the first half of 2023, leaving some investors to ask, “Is the value run done?” Based on the current macro environment, as well as historical data, we would argue the opposite—the value run is just beginning.
How Does a Value Manager Differentiate Itself from the Pack?
Chief Executive Officer Cory Martin is featured in a Q&A with Private Wealth Magazine’s Russ Alan Prince to discuss how he believes Barrow Hanley distinguishes itself from its peers in the value investing space.
Asset TV Masterclass: International Investing
Head of International Equities Rand Wrighton discusses why he currently likes investment opportunities in China, despite rising political tensions with the U.S. Watch now on Asset TV Masterclass and earn one hour of CFP and CIMA CE credit:
The Impact of 1Q 2023 Financial Stressors on High Yield and Bank Loan Securities
First quarter of 2023 presented significant volatility within the Financials sector, due to the crisis of confidence in regional banks and the subsequent demise of Silicon Valley Bank (SVB) specifically―the largest bank failure since Lehman Brothers in 2008.
Emerging Market Banks Haven’t Suffered from the Financial Contagion of 1Q23
In developed markets, banks took centerstage in March 2023 as overly aggressive management teams and highly concentrated customer deposit bases led to a good old-fashioned “run on the bank.”
Building Portfolio with Resiliency: Top 3 Reasons to Incorporate High Yield Now
Today’s challenging market environment of heightened market volatility and a hawkish Federal Reserve, along with prevailing inflation rates, poses a pricing risk to investor portfolios. Barrow Hanley Credit Partners provide three compelling reasons for income-seeking investors to consider increasing high yield portfolio allocations.
WEBINAR: Citywire Due Diligence Report-Targeted Opportunities in High Yield
Nick Losey joins a panel of fixed income portfolio managers to discuss the current environment for investing in high yield bonds and shares why he believes it’s a good time to invest in the asset class.
4Q22 Review & Outlook: Diversified Large Cap Value
Learn how Barrow Hanley’s Diversified Large Cap Value strategy delivered alpha during 4Q 2022, and how it stands out amongst its peers. Mark Giambrone provides a portfolio review and market outlook here:
Small Cap Value Emerging from the Desert: The Case for the Next Decade
Small cap companies appear positioned for a secular bull market for the first time in over a decade—particularly those levered to capital cycles. We make the case for the next decade.
CHART: Value’s Back - Why Do Starting Valuation Points Matter? Historical Correlation to Forward Returns
Why do valuation starting points matter? Historically, they show a correlation to forward market returns. Value’s current valuation discount of 41% on forward price-to-earnings (as of 9/30/22) indicate favorable returns relative to growth. Value’s back…and it’s only just begun:
CHART: Value’s Back – Russell 1000 Growth and Value: YTD22 P/E Contraction
Looking for a sign that value is back? Look no further than rising interest rates and elevated inflation focusing investors on the value comeback underway.
Value’s Back….And It’s Only Just Begun
Looking for a sign that value is back? Look no further than rising interest rates and elevated inflation focusing investors on the value comeback underway.
3Q22 Review & Outlook: Diversified Large Cap Value
Portfolio Manager Mark Giambrone provides a review of the Barrow Hanley Diversified Large Cap Value portfolio’s performance for 3Q22 and shares his expectations for Value investing over the near and intermediate term.
Advantage Active: Value Lies in the Eye of the Beholder….And the Index Provider?
The recent reconstitution of the popular value benchmark index resulted in the inclusion of “non-value” companies—and created even more opportunity for active managers to add alpha.
Mark Giambrone appears on CNBC’s Closing Bell to discuss Fed moves
Head of US Equities, Mark Giambrone, appears on CNBC’s Closing Bell: Overtime to discuss how the “Market will struggle as it deals with a less friendly Fed.” “There’s an old mantra in the market called ‘don’t fight the Fed’ – and it’s true now,” says Giambrone.
Mark Giambrone discusses market outlook on TD Ameritrade Network
Mark Giambrone notes the ‘reopening phase’ we’ve witnessed is coming to an end and explains we’re now moving into a more normal period where fundamentals are key, making it a stock picker’s market.
Asset TV Masterclass: International Investing
Head of International Equities Rand Wrighton discusses why he currently likes investment opportunities in China, despite rising political tensions with the U.S. Watch now on Asset TV Masterclass and earn one hour of CFP and CIMA CE credit:
The Impact of 1Q 2023 Financial Stressors on High Yield and Bank Loan Securities
First quarter of 2023 presented significant volatility within the Financials sector, due to the crisis of confidence in regional banks and the subsequent demise of Silicon Valley Bank (SVB) specifically―the largest bank failure since Lehman Brothers in 2008.
Valuing Women in Investing
On International Women’s Day, a few of Barrow Hanley’s women leaders share their stories and advice as we look to encourage and inspire the next generation of women investment professionals:
4Q22 Review & Outlook: Diversified Large Cap Value
Learn how Barrow Hanley’s Diversified Large Cap Value strategy delivered alpha during 4Q 2022, and how it stands out amongst its peers. Mark Giambrone provides a portfolio review and market outlook here:
4Q22 Market Update: Emerging Markets
Rand Wrighton provides his perspective on why he believes fourth quarter marked a meaningful inflection point for emerging markets, and why 2023 remains favorably for value investments.
3Q22 Review & Outlook: Diversified Large Cap Value
Portfolio Manager Mark Giambrone provides a review of the Barrow Hanley Diversified Large Cap Value portfolio’s performance for 3Q22 and shares his expectations for Value investing over the near and intermediate term.
Asset TV Masterclass: Investing in Emerging Markets
What makes emerging markets an attractive investment given the broader economic risks? Head of International Equities Rand Wrighton discusses on Asset TV Masterclass.
Barrow Hanley is a leader in global value investing, partnering with clients around the world to provide attentive services, insightful perspectives, and competitive returns.
The "Value Proposition" provides a multimedia experience, featuring insights from our industry experts, where they discuss their perspectives on market conditions, investment trends and more.
James Doyle
jdoyle@jconnelly.com
(973) 850-7308
All opinions expressed in video and thought leadership content constitute Barrow Hanley’s opinion at the time of issuance. The information provided is for informational purposes only and is not intended to be an offer, solicitation, or recommendation with respect to the purchase or sale of any security, nor a recommendation of services supplied by any money management organization. Past performance is not indicative of future results.
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.
