News, Updates & More from Barrow Hanley

How Does a Value Manager Differentiate Itself from the Pack?
July 6, 2022
|
Insights

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.

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3Q22 Review & Outlook: Diversified Large Cap Value
November 16, 2022
|
Videos

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.

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(PDF)
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BH Credit Partners October 2022 Monthly Update
November 15, 2022
|
Insights

BH Credit Partners October 2022 Monthly Update

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(PDF)
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Building Portfolio Resiliency: 10 Reasons to Incorporate High Yield Now
November 4, 2022
|
Insights

Building Portfolio Resiliency: 10 Reasons to Incorporate High Yield Now

We believe it’s an opportune time to add high yield bonds to your portfolios as a diversifier. Here are 10 reasons why.

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(PDF)
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3Q 2022 Market Update: Emerging Markets
October 24, 2022
|
Videos

3Q 2022 Market Update: Emerging Markets

Senior Managing Director, Equity Portfolio Manager and Analyst Rand S. Wrighton Jr., CFA reviews emerging market performance during the third quarter of 2022 and provides his perspective on why emerging markets are currently compelling for investors with a two to three-year time horizon.

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(PDF)
View >
3Q22 High Yield & Leveraged Loan Update
October 20, 2022
|
Videos

3Q22 High Yield & Leveraged Loan Update

Fixed Portfolio Manager Chet Paipanandiker highlights how headlines affected investment-grade and high-yield securities during 3Q22, and how he is positioning portfolios on the quality and spread spectrum as we move into Q422.

Read More
(PDF)
View >
BH Credit Partners September 2022 Monthly Update
October 13, 2022
|
Insights

BH Credit Partners September 2022 Monthly Update

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(PDF)
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Advantage Active: Value Lies in the Eye of the Beholder….And the Index Provider?
September 21, 2022
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Insights

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.

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BH Credit Partners: Lens on Credit - How do high yield and bank loan securities fit in broader portfolios and how do we expect them to perform in the current environment?
September 14, 2022
|
Videos

BH Credit Partners: Lens on Credit Series

How do high yield and bank loan securities fit in broader portfolios and how do we expect them to perform in the current environment?

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(PDF)
View >
BH Credit Partners August 2022 Monthly Update
September 14, 2022
|
Insights

BH Credit Partners August 2022 Monthly Update

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(PDF)
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BH Credit Partners: Lens on Credit - Fed Moves - Expected Impacts on Leveraged Finance Markets
August 29, 2022
|
Videos

BH Credit Partners: Lens on Credit Series

Fixed Income Portfolio Managers Chet Paipanandiker and Nick Losey provide their views on expected rates hikes by 2023 and how that will impact the financial health of high yield companies.

Read More
(PDF)
View >
BH Credit Partners: Lens on Credit Series
August 18, 2022
|
Videos

BH Credit Partners: Lens on Credit Series

How have the credit markets faired over the last few years, and where do we believe they are headed given today’s inflationary environment?

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(PDF)
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BH Credit Partners July 2022 Monthly Update
August 8, 2022
|
Insights

BH Credit Partners July 2022 Monthly Update

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(PDF)
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BH Credit Partners June 2022 Monthly Update
July 8, 2022
|
Insights

BH Credit Partners June 2022 Monthly Update

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(PDF)
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Strategy Review & Emerging Markets Outlook
June 15, 2022
|
Videos

Strategy Review & Emerging Markets Outlook

Head of International Equities and Portfolio Rand Wrighton, Jr., CFA, reviews emerging markets performance during first quarter and provides an outlook for the second half of 2022.

Read More
(PDF)
View >
BH Credit Partners May 2022 Monthly Update
June 15, 2022
|
Insights

BH Credit Partners May 2022 Monthly Update

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(PDF)
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Identifying Ways to Win in Difficult Markets
June 3, 2022
|
Videos

Identifying Ways to Win in Difficult Markets

Mark Giambrone, Portfolio Manager and Head of US Equities, shares his perspective on how to invest strategically and successfully as the market faces headwinds.

Read More
(PDF)
View >
Barrow Hanley’s Approach to Value Investing
May 12, 2022
|
Videos

Barrow Hanley’s Approach to Value Investing

CEO Cory Martin discusses Barrow Hanley’s approach to value investing, which seeks to avoid the “boom or bust” traps befalling many value managers and provide a smoother ride for investors across market cycles.

Read More
(PDF)
View >
Mark Giambrone appears on CNBC’s Closing Bell to discuss Fed moves
May 10, 2022
|
Media Appearances

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.

Read More
(PDF)
View >
Barrow Hanley Launches Five Additional Mutual Funds
April 12, 2022
|
Updates

Barrow Hanley Launches Five Additional Mutual Funds

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(PDF)
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Understanding the SEC's Proposed Climate Change Rules for Public Companies
March 29, 2022
|
Videos

Understanding the SEC's Proposed Climate Change Rules for Public Companies

Ross Campbell, Director of Responsible Investing, comments on the recent U.S. Securities and Exchange Commission’s proposed standardized climate risk disclosures rules for public companies – and notes the importance of these details being included in filings in order to accurately compare, assess and track over time.

Read More
(PDF)
View >
Barrow Hanley Global Investors Closes Inaugural CLO Equity Fund
March 15, 2022
|
Updates

Barrow Hanley Global Investors Closes Inaugural CLO Equity Fund

Barrow Hanley Global Investors today announced the closing of its inaugural CLO equity fund, Barrow Hanley CLO Fund I LP.

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Perpetual and Barrow Hanley Launch Two Mutual Funds
December 30, 2021
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Updates

Perpetual and Barrow Hanley Launch Two Mutual Funds

The Funds are Perpetual’s first registered mutual funds in the US and mark evolution of firm’s strategic partnerships

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(PDF)
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Rising Inflation Rates, Covid & Portfolio Positioning
December 10, 2021
|
Videos

Rising Inflation Rates, Covid & Portfolio Positioning

Mark Giambrone, Portfolio Manager and Head of U.S. Equities, shares his perspective on rising inflation rates and discusses how he positions the portfolio in an effort to outperform over the long term.

Read More
(PDF)
View >
Barrow Hanley’s Chet Paipanandiker on Asset TV Fixed Income Masterclass
November 3, 2021
|
Videos

Barrow Hanley’s Chet Paipanandiker on Asset TV Fixed Income Masterclass

In the recent Asset TV Masterclass, Fixed Income Portfolio Manager, Chet Paipanandiker, discusses strategies for finding income in the current environment, evaluates the riskiness of these investments, and looks at how interest rates, inflation, and other factors are impacting the asset class.

Read More
(PDF)
View >
AT O'Neill Joins Barrow Hanley
November 2, 2021
|
Updates

Barrow Hanley Global Investors Announces Strategic Addition to Americas Distribution Team

Industry Veteran Ann-Therese (AT) O’Neill Joins as Head of Institutional Business Development to Lead Institutional Sales

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Barrow Hanley Global Investors slated to launch inaugural CLO offering
October 20, 2021
|
Updates

Barrow Hanley Global Investors slated to launch inaugural CLO offering

Barrow Hanley Global Investors today announced its plan to launch its first collateralized loan obligation (CLO) fund in the fourth quarter of this year.

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(PDF)
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Mark Giambrone discusses market outlook on TD Ameritrade Network
October 14, 2021
|
Media Appearances

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.

Read More
(PDF)
View >
What Recent Developments in the Chinese Financial Market Mean For You
September 30, 2021
|
Videos

Chinese financial market developments - and what it means for investors

Sherry Zhang, Co-Portfolio Manager, explains the investment risks associated with recent Chinese economic policy, and how investors can navigate the current landscape.

Read More
(PDF)
View >
Why investors should explore Emerging Markets Value
September 24, 2021
|
Videos

Why investors should explore Emerging Markets Value

Rand Wrighton, Head of International Equities & Portfolio Manager, explores why investors should consider EM value for competitive long-term returns.

Read More
(PDF)
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Why Value, Why Now? | Barrow Hanley Global Investors
February 1, 2021
|
Insights

Why Value, Why Now?

After over a decade of growth outperforming value, the growth index just had a 12-month record breaking period relative to value.

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What makes Barrow Hanley a proven, principled partner?
December 15, 2020
|
Videos

What makes Barrow Hanley a proven, principled partner?

What values best describe Barrow Hanley? What do our employees enjoy the most about working at the firm? Hear more from the team, including CEO Cory Martin and Founding Director and Portfolio Manager James Barrow.

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(PDF)
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Barrow Hanley Completes Deal with Perpetual Limited
November 17, 2020
|
Updates

Barrow Hanley Completes Deal with Perpetual Limited

Perpetual Acquires 75% Interest in Barrow Hanley from BrightSphere Partnership Expands Barrow Hanley’s Global Reach

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(PDF)
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Pension Funded Status Increases in Q3
September 30, 2020
|
Updates

Pension Funded Status Increases in Q3

Barrow Hanley has estimated that corporate pension plan funded ratio increased to 84.0% as of September 30, 2020 from 81.4% as of June 30, 2020.

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(PDF)
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Barrow Hanley Pension Funded Status by Industry 3Q20
September 30, 2020
|
Updates

Barrow Hanley Pension Funded Status by Industry 3Q20

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(PDF)
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Barrow Hanley Announces Partnership with Perpetual Limited
August 1, 2020
|
Videos

Barrow Hanley Announces Partnership with Perpetual Limited

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(PDF)
View >
The Value of Looking Ahead in a Growth Market
July 27, 2020
|
Videos

The Value of Looking Ahead in a Growth Market

Barrow Hanley’s James Carpenter and Lin Fitzenhagen talk about why now is a more exciting time than ever for value investors.

Read More
(PDF)
View >
Barrow Hanley Remains Committed to Guiding Clients Through COVID-19
July 10, 2020
|
Videos

Barrow Hanley Remains Committed to Guiding Clients Through COVID-19 Pandemic and Beyond

Barrow Hanley Global Investors Executive Director Cory Martin provides key insight into what the company is doing to uphold its core mission of bringing value to clients during this period of uncertainty.

Read More
(PDF)
View >
Insights
|
Bank Loans

BH Credit Partners October 2022 Monthly Update

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(PDF)
Insights
|
Bank Loans

BH Credit Partners September 2022 Monthly Update

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(PDF)
Insights
|
Bank Loans

BH Credit Partners August 2022 Monthly Update

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(PDF)
Insights
|
Bank Loans

BH Credit Partners July 2022 Monthly Update

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(PDF)
Insights
|
Bank Loans

BH Credit Partners June 2022 Monthly Update

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(PDF)
Insights
|
Bank Loans

BH Credit Partners May 2022 Monthly Update

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(PDF)
Insights
|
U.S. ESG Value

The Value Case for Active Management in ESG Integration

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(PDF)
Insights
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U.S. ESG Value

ESG Investing - Passive vs Active

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(PDF)
Insights
|
Global Value Equity

Know Your Value

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(PDF)
Insights
|
Large Cap Value

Why Value, Why Now

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(PDF)
3Q22 Review & Outlook: Diversified Large Cap Value
November 16, 2022
|
Videos

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.

(PDF)
View >
Asset TV Masterclass: Investing in Emerging Markets
October 27, 2022
|
Videos

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.

(PDF)
View >
3Q 2022 Market Update: Emerging Markets
October 24, 2022
|
Videos

3Q 2022 Market Update: Emerging Markets

Senior Managing Director, Equity Portfolio Manager and Analyst Rand S. Wrighton Jr., CFA reviews emerging market performance during the third quarter of 2022 and provides his perspective on why emerging markets are currently compelling for investors with a two to three-year time horizon.

(PDF)
View >
3Q22 High Yield & Leveraged Loan Update
October 20, 2022
|
Videos

3Q22 High Yield & Leveraged Loan Update

Fixed Portfolio Manager Chet Paipanandiker highlights how headlines affected investment-grade and high-yield securities during 3Q22, and how he is positioning portfolios on the quality and spread spectrum as we move into Q422.

(PDF)
View >
BH Credit Partners: Lens on Credit - How do high yield and bank loan securities fit in broader portfolios and how do we expect them to perform in the current environment?
September 14, 2022
|
Videos

BH Credit Partners: Lens on Credit Series

How do high yield and bank loan securities fit in broader portfolios and how do we expect them to perform in the current environment?

(PDF)
View >
BH Credit Partners: Lens on Credit - Fed Moves - Expected Impacts on Leveraged Finance Markets
August 29, 2022
|
Videos

BH Credit Partners: Lens on Credit Series

Fixed Income Portfolio Managers Chet Paipanandiker and Nick Losey provide their views on expected rates hikes by 2023 and how that will impact the financial health of high yield companies.

(PDF)
View >
BH Credit Partners: Lens on Credit Series
August 18, 2022
|
Videos

BH Credit Partners: Lens on Credit Series

How have the credit markets faired over the last few years, and where do we believe they are headed given today’s inflationary environment?

(PDF)
View >
Strategy Review & Emerging Markets Outlook
June 15, 2022
|
Videos

Strategy Review & Emerging Markets Outlook

Head of International Equities and Portfolio Rand Wrighton, Jr., CFA, reviews emerging markets performance during first quarter and provides an outlook for the second half of 2022.

(PDF)
View >
Identifying Ways to Win in Difficult Markets
June 3, 2022
|
Videos

Identifying Ways to Win in Difficult Markets

Mark Giambrone, Portfolio Manager and Head of US Equities, shares his perspective on how to invest strategically and successfully as the market faces headwinds.

(PDF)
View >
Barrow Hanley’s Approach to Value Investing
May 12, 2022
|
Videos

Barrow Hanley’s Approach to Value Investing

CEO Cory Martin discusses Barrow Hanley’s approach to value investing, which seeks to avoid the “boom or bust” traps befalling many value managers and provide a smoother ride for investors across market cycles.

(PDF)
View >
Understanding the SEC's Proposed Climate Change Rules for Public Companies
March 29, 2022
|
Videos

Understanding the SEC's Proposed Climate Change Rules for Public Companies

Ross Campbell, Director of Responsible Investing, comments on the recent U.S. Securities and Exchange Commission’s proposed standardized climate risk disclosures rules for public companies – and notes the importance of these details being included in filings in order to accurately compare, assess and track over time.

(PDF)
View >
Rising Inflation Rates, Covid & Portfolio Positioning
December 10, 2021
|
Videos

Rising Inflation Rates, Covid & Portfolio Positioning

Mark Giambrone, Portfolio Manager and Head of U.S. Equities, shares his perspective on rising inflation rates and discusses how he positions the portfolio in an effort to outperform over the long term.

(PDF)
View >
Barrow Hanley’s Chet Paipanandiker on Asset TV Fixed Income Masterclass
November 3, 2021
|
Videos

Barrow Hanley’s Chet Paipanandiker on Asset TV Fixed Income Masterclass

In the recent Asset TV Masterclass, Fixed Income Portfolio Manager, Chet Paipanandiker, discusses strategies for finding income in the current environment, evaluates the riskiness of these investments, and looks at how interest rates, inflation, and other factors are impacting the asset class.

(PDF)
View >
What Recent Developments in the Chinese Financial Market Mean For You
September 30, 2021
|
Videos

Chinese financial market developments - and what it means for investors

Sherry Zhang, Co-Portfolio Manager, explains the investment risks associated with recent Chinese economic policy, and how investors can navigate the current landscape.

(PDF)
View >
Why investors should explore Emerging Markets Value
September 24, 2021
|
Videos

Why investors should explore Emerging Markets Value

Rand Wrighton, Head of International Equities & Portfolio Manager, explores why investors should consider EM value for competitive long-term returns.

(PDF)
View >
What makes Barrow Hanley a proven, principled partner?
December 15, 2020
|
Videos

What makes Barrow Hanley a proven, principled partner?

What values best describe Barrow Hanley? What do our employees enjoy the most about working at the firm? Hear more from the team, including CEO Cory Martin and Founding Director and Portfolio Manager James Barrow.

(PDF)
View >
Barrow Hanley Announces Partnership with Perpetual Limited
August 1, 2020
|
Videos

Barrow Hanley Announces Partnership with Perpetual Limited

(PDF)
View >
The Value of Looking Ahead in a Growth Market
July 27, 2020
|
Videos

The Value of Looking Ahead in a Growth Market

Barrow Hanley’s James Carpenter and Lin Fitzenhagen talk about why now is a more exciting time than ever for value investors.

(PDF)
View >
Barrow Hanley Remains Committed to Guiding Clients Through COVID-19
July 10, 2020
|
Videos

Barrow Hanley Remains Committed to Guiding Clients Through COVID-19 Pandemic and Beyond

Barrow Hanley Global Investors Executive Director Cory Martin provides key insight into what the company is doing to uphold its core mission of bringing value to clients during this period of uncertainty.

(PDF)
View >
Mark Giambrone appears on CNBC’s Closing Bell to discuss Fed moves
May 10, 2022
|
Media Appearances

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.

Watch Here
View>
(PDF)
Mark Giambrone discusses market outlook on TD Ameritrade Network
October 14, 2021
|
Media Appearances

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.

Watch Here
View>
(PDF)
 
 
Media Contact

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.

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