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Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Our investment capability is differentiated by two distinguishing factors: our process and the professionals who apply it.
Our People
Our key differentiator – and our greatest asset – is the experience and the stability of our investment team, coupled with a collaborative culture.
We believe stability is at the heart of any successful organisation. At Barrow Hanley, we have assembled a solid base of investment professionals with extensive experience in managing strategies through multiple market cycles in order to continue our longstanding commitment to value investing. Importantly, significant employee equity ownership aligns success with clients’ best interests.
We believe stability is at the heart of any successful organisation. At Barrow Hanley, we have assembled a solid base of investment professionals with extensive experience in managing strategies through multiple market cycles in order to continue our longstanding commitment to value investing. Importantly, significant employee equity ownership aligns success with clients’ best interests.
Our Process
Barrow Hanley’s value investing philosophy has remained consistent for over 45 years, despite changing market and economic conditions. Since the firm’s founding, we have remained true to a repeatable, disciplined and long-term investment process, refined only by our growing wealth of experience and institutional knowledge.
We seek to generate alpha by exploiting global market inefficiencies through investing in mispriced, undervalued companies that display stable or improving operating fundamentals with identifiable catalysts.
An unwavering adherence to our strict definition of value through disciplined quantitative analysis results in consistency and uniformity of strategy, whilst a commitment to in-depth research, continuous company engagement and our breadth of experience empowers us to construct high conviction portfolios.
We seek to generate alpha by exploiting global market inefficiencies through investing in mispriced, undervalued companies that display stable or improving operating fundamentals with identifiable catalysts.
An unwavering adherence to our strict definition of value through disciplined quantitative analysis results in consistency and uniformity of strategy, whilst a commitment to in-depth research, continuous company engagement and our breadth of experience empowers us to construct high conviction portfolios.
Philosophy
Exploiting market inefficiencies by employing the same proven, valuation-centric discipline since our founding in 1979
Process
Well-defined consistently-applied, repeatable process to identify securities with a compelling combination of cheapness, change and asymmetric return profiles through fundamental research
People
Stable team of seasoned investment professionals with experience managing strategies through multiple market cycles
Portfolio
High active share strategy with below-market valuations and improving fundamentals while exhibiting virtually no style drift
