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Large Cap Value Equity

Mayorga
Francisco Moreno
Learn More About Barrow Hanley's Engagement with the Arts >
Home >Equity Strategies  >Large Cap Value Equity
About Large Cap Value Equity
A fundamental, active, valuation-centric strategy which seeks to exploit short-term inefficiencies to capture the long-term intrinsic value of mis-priced companies.

The flagship Large Cap Value strategy is a concentrated, fundamentally researched, and value-focused portfolio of 40-50 ‘best ideas’.

Investment Process

Investment Objective:

Seeks to outperform the Russell 1000® Value Index over a full market cycle.

Investment Overview:

As a pure value manager, we seek to invest in stocks of good companies with a unique combination of cheapness, change and asymmetric return profiles. In our valuation framework, we strive to construct portfolios that trade at levels below the market across multiple metrics including (P/E, P/B, EV/EBITDA) while simultaneously delivering an above-market dividend yield.

Strategy Summary

as of 09/30/2025
date format is mm/dd/yyyy
Asset Class
U.S. Equity
Investment Style
Value
Portfolio Benchmark
Russell 1000® Value Index
Mutual Fund
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Open
Separate Account
Open
Collective Investment Trust
Open

Additional Information

No items found.
No items found.
Active Value
Large Cap Value Equity Composite GIPS® Disclosures

Characteristics

as of 09/30/2025
date format is mm/dd/yyyy
BH LCV
Russell 1000® Value Index
S&P 500® Index
Price / Earnings (NTM)
15.3
17.3
22.9
Price / Book Value
2.3
2.8
5.2
Weighted Average Market Cap ($M)
212,742.0
338,497.9
1,367,647.4
Median Market Cap ($M)
49,153.6
14,512.8
37,906.5
Dividend Yield (%)
2.0
1.9
1.1

Top 10 Holdings

as of 09/30/2025
Carnival Corporation
4.2%
Bank of America Corp
3.5%
Johnson Controls International plc
3.2%
Berkshire Hathaway Inc. Class B
3.0%
Exxon Mobil Corporation
3.0%
Aptiv PLC
2.8%
Microchip Technology Incorporated
2.6%
Entergy Corporation
2.6%
Xcel Energy Inc.
2.5%
QUALCOMM Incorporated
2.5%

Sector Weightings

as of 09/30/2025
Financials
21.6%
Consumer Discretionary
13.1%
Information Technology
10.8%
Health Care
9.5%
Energy
8.6%
Industrials
8.3%
Utilities
7.1%
Materials
5.5%
Real Estate
4.8%
Communication Services
3.4%
Consumer Staples
4.2%
Cash
3.1%

Performance

Annualized Returns as of 09/30/2025
date format is mm/dd/yyyy
Qtr*
1 Year
3 Year
5 Year
10 Year
BH Large Cap Value Equity - Gross Returns
5.66%
9.13%
18.84%
16.80%
12.13%
BH Large Cap Value Equity - Net Returns
5.51%
8.54%
18.18%
16.16%
11.51%
Russell 1000® Value Index
5.33%
9.44%
16.96%
13.88%
10.72%
S&P 500® Index
-16.1%
-10.62%
10.6%
11.31%
12.96%

* Most recent quarter returns are not annualized. Past performance is not indicative of future results. The value of an investment can go down as well as up as a result of market and currency fluctuations.

Portfolio Characteristics

as of 3/31/2023
Portfolio
Russell 1000® Value Index
S&P 500® Index
No items found.

Top 10 Holdings

as of 3/31/2023
No items found.

Sector Weightings

as of 3/31/2023
No items found.

Performance

Annualized Portfolio Returns as of 3/31/2023
Qtr*
1 Year
3 Year
5 Year
10 Year
No items found.
No items found.
No items found.

* 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.

Disclosure

Sources for data noted above are from APX and FactSet 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®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company. The data presented may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is prepared by Barrow Hanley  Russell Investment Group is not responsible for the formatting or configuration of this material or for any inaccuracy in Barrow Hanley 's presentation thereof.

Standard and Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC ("S&P"); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC, and these trademarks have been licensed for use by S&P and Dow Jones Indices LLC and S&P Dow Jones Indices LLC. The data presented may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is prepared by Barrow Hanley . S&P Dow Jones Indices LLC is not responsible for the formatting or configuration of this material or for any inaccuracy in Barrow Hanley 's presentation thereof.

The Global Industry Classification Standard (“GICS”) was developed by and is the exclusive property and a service mark of MSCI Inc. (“MSCI”) and Standard & Poor’s, a division of The McGraw Hill Companies, Inc. (“S&P”) and is licensed for use by Barrow, Hanley, Mewhinney & Strauss, LLC. Neither MSCI, S&P, nor any third party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification.  Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

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.

Investing involves risk including the possible loss of principal. The investment capabilities described herein involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realised or any investment strategy seeking to achieve such objective will be successful. Please refer to the fund prospectus for more detail on risks. Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.

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