Barrow Hanley Concentrated Emerging Markets ESG Equity Fund

About Concentrated Emerging Markets ESG Equity Fund

A dedicated value-oriented manager offering a concentrated emerging markets equity fund, composed of high conviction, fundamentally researched ideas with an ESG integrated process.

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 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.

Investment Objective:

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

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.

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