Insight

Small Cap Value Emerging from the Desert: The Case for the Next Decade

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2.1.2023
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Executive Summary

Looking for a sign that value is back? Look no further than rising interest rates and elevated inflation focusing investors on the value comeback underway.

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. Investors wrestled with the secular shifts underway in financial markets, economic trends, geopolitical unrest, and global monetary policy—a list which remains daunting to reconcile in 2023.

What is becoming more evident is that for the first time in over a decade, small cap companies, particularly those levered to capital cycles, appear positioned for a secular bull market.

Read our case for the next decade (PDF)

ABOUT BARROW HANLEY GLOBAL INVESTORS

Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Today, Barrow  Hanley has approximately 100 employees, over half of which are investment professionals managing assets for our valued clients. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com.

Please contact us for more information.

214.665.1900
contactus@barrowhanley.com


Barrow Hanley Global Investors
2200 Ross Avenue
31st Floor Dallas, TX 75201
www.barrowhanley.com

2.1.2023
Follow us:

Looking for a sign that value is back? Look no further than rising interest rates and elevated inflation focusing investors on the value comeback underway.

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. Investors wrestled with the secular shifts underway in financial markets, economic trends, geopolitical unrest, and global monetary policy—a list which remains daunting to reconcile in 2023.

What is becoming more evident is that for the first time in over a decade, small cap companies, particularly those levered to capital cycles, appear positioned for a secular bull market.

Read our case for the next decade (PDF)

A longstanding history of competitive returns, a collegial environment, and a bespoke approach to client service yields a principled, proven partner.