Barrow Hanley Concentrated Emerging Markets ESG Equity Fund

Rokko Orochi
Dan Rizzle
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About Barrow Hanley Concentrated Emerging Markets ESG Equity Fund

The fund is managed by a team with deep experience investing through multiple market cycles. Its consistent, repeatable process identifies companies across the market cap spectrum to exploit inefficiencies resulting in a high-conviction, concentrated portfolio.

Investment Process

Investment Objective:

Seeks to outperform the MSCI Emerging Markets Net Total Return Index over a full cycle.

Investment Overview:

We believe markets are inefficient, and that these inefficiencies can best be exploited through adherence to a valuation centric investment process dedicated to the selection of securities on a bottom-up basis. The team focuses primarily on fundamental securities analysis, valuation, and prospects for a return to fair valuation.

Fund Risks:

If there are any terms in this document that you do not understand, please write to us at PerpetualGroup_EU_TAQueries@ntrs.com. In any event, we urge you to consult a professional financial adviser before making any investment.

Strategy Summary

as of XX/XX/XX
Asset Class
XXX
Investment Style
Value
Portfolio Benchmark
XXX
Class I Shares
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Media Spotlight

Mark Giambrone Discusses Midterm Elections and Markets on Fox Business
November 7, 2018
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Mark Giambrone Discusses Market Trends on CNBC
November 6, 2018
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Daily Prices

Fund
As at Noon
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KIID
Concentrated Emerging Markets ESG Equity Fund

A EUR ACCUMULATING


IE000VHOIC13


Concentrated Emerging Markets ESG Equity Fund

A EUR DISTRIBUTING


IE000VF6EFL1


Concentrated Emerging Markets ESG Equity Fund

A GBP ACCUMULATING


IE000BZ6S3P0


Concentrated Emerging Markets ESG Equity Fund

A GBP DISTRIBUTING


IE000VT32B51


Concentrated Emerging Markets ESG Equity Fund

A USD ACCUMULATING


IE000LDZSOU7


Concentrated Emerging Markets ESG Equity Fund

A USD DISTRIBUTING


IE0002RNBPK6


Concentrated Emerging Markets ESG Equity Fund

I EUR ACCUMULATING


IE0001U56042


Concentrated Emerging Markets ESG Equity Fund

I EUR DISTRIBUTING


IE000852SM88


Concentrated Emerging Markets ESG Equity Fund

I GBP ACCUMULATING


IE000TVY4CS1


Concentrated Emerging Markets ESG Equity Fund

I GBP DISTRIBUTING


IE000YTDDGN6


Concentrated Emerging Markets ESG Equity Fund

I USD ACCUMULATING


IE000PTJLVB8


Concentrated Emerging Markets ESG Equity Fund

I USD DISTRIBUTING


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Concentrated Emerging Markets ESG Equity Fund

S USD ACCUMULATING


IE000WALUNL7


Concentrated Emerging Markets ESG Equity Fund

S USD DISTRIBUTING


IE000VKWMXV0


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