The strategy 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 differentiated portfolio.
Investment Process
Investment Objective:
Seeks to outperform the MSCI Emerging Markets Index over a full market cycle.
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. Our team focuses primarily on fundamental securities analysis, valuation, and prospects for a return to fair valuation.
Strategy Summary
Additional Information
Characteristics
Regional Allocations
Top 10 Holdings
Sector Weightings
Performance
* Most recent quarter returns are not annualized. Past performance is not indicative of future results. The value of an investment can go down as well as up as a result of market and currency fluctuations.
Portfolio Characteristics
Regional Allocations
Top 10 Holdings
Sector Weightings
Performance
* Most recent quarter returns are not annualized. Past performance does not guarantee future results and there is no assurance that the Strategy will achieve its investment objective.
**Inception Date: 10/1/2012.
Disclosure
Sources for data noted above are from APX and FactSet as of the date specified. Material presented is based on the composite and not an individual account.
Barrow Hanley gross returns are shown before investment management fees and custody expenses. Index returns do not reflect transaction costs, management fees, and other expenses. Performance is expressed in U.S. currency. Net returns are calculated using a model fee. The model fee is based on the highest tier of our standard fee schedule. Barrow, Hanley, Mewhinney & Strauss, LLC claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
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