The strategy is focused on investing in companies with above average Environmental, Social, and Governance (ESG) scores as measured by our proprietary ESG composite rating system. It’s a valuation-centric, actively-managed portfolio of individual stocks selected on a bottom-up basis whose ratings are improving – often as the result of our direct engagement with management.
Seeks to outperform the Russell 1000® Value Index over a full market cycle.
Our approach to ESG investing is underpinned by the key elements of the United Nations-supported Principles for Responsible Investment (PRI) and the Investor Stewardship Group (ISG). We incorporate the consideration of relevant ESG factors into our investment management practices in a manner that is consistent with the relevant Barrow Hanley investment philosophy, process, and client mandate.
Top 10 Holdings
* 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: 12/31/16