We believe in the long-term advantages of value investing and our ability to partner with clients to achieve distinct goals. A collegial environment, bespoke approach to client service, and longstanding history of competitive returns yields a principled, proven partner.
Our commitment to in-depth research, continuous company engagement, and breadth of experience empowers us to construct high conviction portfolios.
Firm PhilosophyUnderstanding Credit
For investors, credit assets present a compelling vehicle with far less volatility than equity markets. These options typically include below investment grade securities, such as high yield bonds, leveraged loans, and private credit products. Our knowledgeable team unravels the complexities of credit and their risk components to inform decisions and achieve top alpha. Learn more.
Barrow Hanley Credit Partners June 2025 Monthly Update
Monthly Credit Partners June 2025 update from the team at Barrow Hanley Global Investors
Barrow Hanley Credit Partners May 2025 Monthly Update
Monthly Credit Partners May 2025 update from the team at Barrow Hanley Global Investors
Barrow Hanley Credit Partners April 2025 Monthly Update
Monthly Credit Partners update from the team at Barrow Hanley Global Investors
Barrow Hanley Credit Partners March 2025 Monthly Update
Monthly Credit Partners update from the team at Barrow Hanley Global Investors
Barrow Hanley Credit Partners February 2025 Monthly Update
Monthly Credit Partners update from the team at Barrow Hanley Global Investors
Barrow Hanley Credit Partners January 2025 Monthly Update
Monthly Credit Partners update from the team at Barrow Hanley Global Investors
Barrow Hanley Credit Partners December 2024 Monthly Update
Monthly Credit Partners update from the team at Barrow Hanley Global Investors
Barrow Hanley Credit Partners November 2024 Monthly Update
Monthly Credit Partners update from the team at Barrow Hanley Global Investors
Why Value? How History Informs the Current Market
Cory Martin, CEO of Barrow Hanley, believes the current economic climate is perfect for undervalued stocks.
Barrow Hanley Appoints Kathrine Husvaeg as Head of Business for the United Kingdom and EMEA
Dallas, TX – September 12, 2024 – Barrow Hanley Global Investors, a value-focused investment manager, is pleased to announce the appointment of Kathri
WEALTHTALK: Hunting For Value In US Equities
Executive Director and Head of US Equities, Mark Giambrone joins the WealthTalk series from Family Wealth Report to discuss Barrow Hanley’s commitment
Unlocking Value: Demystifying CLOs
Collateralized Loan Obligations (“CLOs”) offer investors an efficient vehicle to access the bank loan market. CLO equity provides above-average return
Barrow Hanley is honored to be named “Best Global Value Investment Partner US 2024” by CFI.co
Barrow Hanley is honored to be named “Best Global Value Investment Partner US 2024” by CFI.co
A Shift toward Value Investing Amidst Changing Market Sentiment
Following one of the most narrow, one-way, momentum-driven markets in financial history, signs are pointing to a change of sentiment that bears well
Barrow Hanley Credit Partners March 2024 Monthly Update
Monthly Credit Partners update from the team at Barrow Hanley Global Investors
China: Navigating Economic Transition to Participate in Future Growth
While market sentiment on China has decreased among many investors, Barrow Hanley continues to remain positive
CLOs: An Asset Class Built for Volatility
Unlike static investment products, private equity, and other high-returning investment vehicles they are often compared to, CLOs have unique features
On-Demand Webinar: Year-End Review & 2024 Outlook for Value Investing
As we bid adieu to 2023, Head of US Equity @Mark Giambrone and Head of International Equity @Rand Wrighton reflect on this past year of market twists
Recent Appearance: Breakfast with Ryan Huang and LynnLee Foo Show
Head of U.S. Equities Mark Giambrone appears on Breakfast with Ryan Huang and Lynlee Foo Show to discuss “US Markets Wrap: Will Santa Claus crash down
State of the Energy Sector: Where to from Here?
Q&A with Energy Analyst Luis Rhi
Investment Grade Bond Yields Make a Comeback
Investment grade bonds are offering their highest return potential in the last 16 years, reclaiming their traditional role
The Value Run Isn't Done
Growth stocks outperformed value stocks during the first half of 2023, leaving some investors to ask, “Is the value run done?” Based on the current ma
Asset TV Masterclass: International Investing
Head of International Equities Rand Wrighton discusses why he currently likes investment opportunities in China, despite rising political tensions wit
The Impact of 1Q 2023 Financial Stressors on High Yield and Bank Loan Securities
First quarter of 2023 presented significant volatility within the Financials sector, due to the crisis of confidence in regional banks and the subsequ
Emerging Market Banks Haven’t Suffered from the Financial Contagion of 1Q23
In developed markets, banks took centerstage in March 2023 as overly aggressive management teams and highly concentrated customer deposit bases led to
Small Cap Value Emerging from the Desert: The Case for the Next Decade
2022 set records for all the wrong reasons, and small cap stocks weren’t spared as the Russell 2000 posted its third worst calendar year on record. In
Value’s Back….And It’s Only Just Begun
Looking for a sign that value is back? Look no further than rising interest rates and elevated inflation focusing investors on the value comeback unde
4Q22 Market Update: Emerging Markets
Rand Wrighton provides his perspective on why he believes fourth quarter marked a meaningful inflection point for emerging markets, and why 2023 remai
Small Cap Value Emerging from the Desert: The Case for the Next Decade
Small cap companies appear positioned for a secular bull market for the first time in over a decade—particularly those levered to capital cycles. We m
CHART: Value’s Back - Why Do Starting Valuation Points Matter? Historical Correlation to Forward Returns
Why do valuation starting points matter? Historically, they show a correlation to forward market returns. Value’s current valuation discount of 41% on
CHART: Value’s Back – Russell 1000 Growth and Value: YTD22 P/E Contraction
Looking for a sign that value is back? Look no further than rising interest rates and elevated inflation focusing investors on the value comeback unde
3Q22 Review & Outlook: Diversified Large Cap Value
Portfolio Manager Mark Giambrone provides a review of the Barrow Hanley Diversified Large Cap Value portfolio’s performance for 3Q22 and shares his ex
Building Portfolio with Resiliency: Top 3 Reasons to Incorporate High Yield Now
Today’s challenging market environment of heightened market volatility and a hawkish Federal Reserve, along with prevailing inflation rates, poses a p
Building Portfolio Resiliency: 10 Reasons to Incorporate High Yield Now
We believe it’s an opportune time to add high yield bonds to your portfolios as a diversifier. Here are 10 reasons why.
Asset TV Masterclass: Investing in Emerging Markets
What makes emerging markets an attractive investment given the broader economic risks? Head of International Equities Rand Wrighton discusses on Asset
Advantage Active: Value Lies in the Eye of the Beholder….And the Index Provider?
The recent reconstitution of the popular value benchmark index resulted in the inclusion of “non-value” companies—and created even more opportunity fo
Mark Giambrone appears on CNBC’s Closing Bell to discuss Fed moves
Head of US Equities, Mark Giambrone, appears on CNBC’s Closing Bell: Overtime to discuss how the “Market will struggle as it deals with a less
Barrow Hanley Launches Five Additional Mutual Funds
Perpetual US Services, LLC and Barrow Hanley Global Investors, subsidiaries of perpetual limited, converts private funds to ’40 Act registered mutual
Barrow Hanley Global Investors Closes Inaugural CLO Equity Fund
Barrow Hanley Global Investors today announced the closing of its inaugural CLO equity fund, Barrow Hanley CLO Fund I LP.
Perpetual and Barrow Hanley Launch Two Mutual Funds
The Funds are Perpetual’s first registered mutual funds in the US and mark evolution of firm’s strategic partnerships.
Barrow Hanley Global Investors Announces Strategic Addition to Americas Distribution Team
Barrow Hanley today announced that Ann-Therese (AT) O’Neill has joined the company as Head of Institutional Business Development, effective November 1
Barrow Hanley Global Investors slated to launch inaugural CLO offering
Barrow Hanley Global Investors today announced its plan to launch its first collateralized loan obligation (CLO) fund in the fourth quarter of this ye
The Value Case for Active Management in ESG Integration
Barrow Hanley believes that the consideration of ESG factors in our investment process is aligned with the pursuit of superior risk-adjusted returns.
Why Value, Why Now?
After over a decade of growth outperforming value, the growth index just had a 12-month record-breaking period relative to value.
Barrow Hanley Completes Deal with Perpetual Limited
Perpetual Acquires 75% Interest in Barrow Hanley from BrightSphere Partnership Expands Barrow Hanley’s Global Reach
Pension Funded Status Increases in Q3
Barrow Hanley has estimated that corporate pension plan funded ratio increased to 84.0% as of September 30, 2020 from 81.4% as of June 30, 2020.
Barrow Hanley Pension Funded Status by Industry 3Q20
Barrow Hanley Global Investors Pension Funded Status by Industry 3Q20
WEALTHTALK: Hunting For Value In US Equities
Executive Director and Head of US Equities, Mark Giambrone joins the WealthTalk series from Family Wealth Report to discuss Barrow Hanley’s commitment
On-Demand Webinar: Year-End Review & 2024 Outlook for Value Investing
As we bid adieu to 2023, Head of US Equity @Mark Giambrone and Head of International Equity @Rand Wrighton reflect on this past year of market twists
Asset TV Masterclass: International Investing
Head of International Equities Rand Wrighton discusses why he currently likes investment opportunities in China, despite rising political tensions wit
The Impact of 1Q 2023 Financial Stressors on High Yield and Bank Loan Securities
First quarter of 2023 presented significant volatility within the Financials sector, due to the crisis of confidence in regional banks and the subsequ
4Q22 Market Update: Emerging Markets
Rand Wrighton provides his perspective on why he believes fourth quarter marked a meaningful inflection point for emerging markets, and why 2023 remai
3Q22 Review & Outlook: Diversified Large Cap Value
Portfolio Manager Mark Giambrone provides a review of the Barrow Hanley Diversified Large Cap Value portfolio’s performance for 3Q22 and shares his ex
Asset TV Masterclass: Investing in Emerging Markets
What makes emerging markets an attractive investment given the broader economic risks? Head of International Equities Rand Wrighton discusses on Asset
All opinions expressed in video and thought leadership content constitute Barrow Hanley’s opinion at the time of issuance. The information provided is for informational purposes only and is not intended to be an offer, solicitation, or recommendation with respect to the purchase or sale of any security, nor a recommendation of services supplied by any money management organization. Past performance is not indicative of future results.