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About Barrow Hanley US Values Opportunities Fund
A dynamic fund identifying value opportunities across the market cap spectrum within the Russell 1000® Value universe by leveraging research across the Barrow Hanley US Equity team.
The Fund utilizes the same value philosophy and bottom-up investment process employed since our firm’s inception with a broader selection of securities and the flexibility to capture inefficiencies across the market cap of the Russell 1000® Value Index.
Investment Process
Investment Objective:
The Fund seeks to achieve risk-adjusted equity returns in excess of the Fund's benchmark over multiple year time periods.
Investment Overview:
As a pure value manager, we seek quality companies that are temporarily undervalued for reasons we can identify, understand, and believe will improve over time. 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.
Key Documents
