23 June 2025
Barrow Hanley, a value-oriented investment manager with over four decades of experience, is pleased to announce the launch of its US Mid Cap Value Equity Fund to the UK market. This strategic move aims to provide UK investors with access to Barrow Hanley's roven mid cap value investment strategy, which has consistently delivered superior risk-adjusted returns.
The Barrow Hanley US Mid Cap Value Equity Fund focuses on mid-sized companies that offer a compelling combination of growth potential and lower volatility compared to smaller companies. The fund seeks to exploit market inefficiencies by employing a disciplined, valuation-centric investment process that has been honed since Barrow Hanley's founding in 1979.
Mark Giambrone, Head of U.S. Equities and Portfolio Manager, Barrow Hanley: "We are excited to bring our US Mid Cap Value Equity Fund to the UK market. Our strategy is built on a foundation of rigorous fundamental research and a commitment to identifying undervalued companies with strong potential for growth. We believe that mid cap stocks offer a unique 'sweet spot' in terms of risk and return, and we look forward to helping UK investors achieve their financial goals through this fund."
Warren Tonkinson, Head of International Distribution, Perpetual added: "Through our established distribution presence in the UK, we are delighted to introduce Barrow Hanley, one of the few remaining firms dedicated exclusively to value investing, and their US Mid Cap Value Equity Fund to this region. Our team is committed to providing UK investors with access to our value-driven investment solutions. This fund is designed to offer diversification and attractive risk-adjusted returns offering investors a greater ability to emerge from significant market downturns stronger."
The Barrow Hanley US Mid Cap Value Equity Fund is managed by a team of seasoned investment professionals with extensive experience in navigating various market cycles. The fund aims to outperform the Russell Mid Cap Value Index over a full market cycle by maintaining a high active share and focusing on securities with attractive valuations and improving fundamentals.
About Barrow Hanley: Barrow Hanley is a Dallas-based investment manager with a singular focus on value investing across equities and fixed income. With $52 billion USD (as of 31 March 2025) in assets under management and a team of 98 employees, including 57 investment professionals, Barrow Hanley has built a reputation for stability, consistency, and long-standing client partnerships.
For more information about the Barrow Hanley US Mid Cap Value Equity Fund and Barrow Hanley's investment strategies, please visit https://www.barrowhanley.com/uk/professional/home.
For further information, please contact:
Ben Robinson, Partner, KL Communications
+44 0 7814 844 5002
Luke Dampier, Managing Director, PR, KL Communications
+44 7545 132 390
NOTES TO EDITORS:
Our Parent Company – Perpetual Group
Perpetual Group was founded in 1886 and is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia. Perpetual has a strong heritage in Australia and in recent years has established an international presence in the US, Europe, UK and Asia. A global multi-boutique asset management business, we offer an extensive range of specialist investment capabilities through seven boutique brands including Barrow Hanley, J O Hambro, Regnan, Pendal, Perpetual, Trillium and TSW.
This press release is intended for journalists in their professional capacity and is not intended to be a financial promotion. Issued by J O Hambro Capital Management Limited. Authorised and regulated by the Financial Conduct Authority. Registered office: Level 3, 1 St James’s Market, London SW1Y 4AH.