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Balanced Management

Barrow Hanley's Balanced Management strategy is available using any combination of equity and fixed income styles. We offer large cap, mid cap, and small cap value equity and core, core plus, intermediate, and short maturity fixed income. For more information see each individual strategy.

Strategy Summary
Asset Class Balanced
Investment Style Balanced
Portfolio Benchmark: 55% Russell 1000® Value/45% Barclays Aggregate Bond
Portfolio Assets $210 MM as of 9/30/2017
Separate Account Open

Investment Process

Our balanced approach combines the strengths of our large cap value equity and fixed income investment management strategies. The fixed income portion of our balanced accounts is typically invested in our Core or Core Plus products, although we can incorporate either our intermediate or short maturity fixed income strategies if desired. We manage our balanced portfolios at any asset mix requested by our clients.

Portfolio Characteristics as of 9/30/2017

  Portfolio Benchmark1
P/E Ratio (Trailing 12 Months) 19.4 18.8
P/B Ratio 2.2 2.0
Weighted Average Market Cap ($B) 135.4 118.2
Median Market Cap ($B) 58.2 8.8
Dividend Yield 2.6 2.4
Average Credit Quality AA- AA
Yield 2.92 2.95
Average Weighted Coupon 2.98 3.06
Average Maturity 7.68 7.88
Effective Duration (yrs) 5.93 5.96
155% Russell 1000® Value/45% Barclays Aggregate Bond
Performance as of 9/30/2017
Annualized Portfolio Returns (%)

*3 Month returns are not annualized.


Barrow Hanley's 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. Characteristics are presented as supplemental information to the BHMS Balanced Management composite. A full disclosure presentation may be accessed from the link above. Barrow, Hanley, Mewhinney & Strauss, LLC claims compliance with the Global Investment Performance Standards (GIPS®).

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 from the "Contact Us" link above.

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Director of Responsible Investing Appointed

Ross Campbell Leads Responsible Investment Initiatives
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