Mark Giambrone, Executive Director & Head of US Equities, outlines the Barrow Hanley US Mid Cap Value Strategy – the rationale for its launch, its philosophy and process, the investment team’s experience and expertise, why mid cap stocks are frequently overlooked, and the outlook for US mid cap generally and mid cap value specifically.

Cory Martin, Chief Executive Officer of Barrow Hanley, discusses how the firm came into being, its expansion over the years, its disciplined approach to value investing, common misconceptions about value stocks and the outlook for the future.

In Part II: Process of our US Equity Investing showcase series, Mark talks about the insight required to build a strong and successful portfolio.

Watch the video to learn how our culture of collaboration leads to client wins in Part I: People of our showcase series on the US Equity Investing team.

We pride ourselves on having a clear investment philosophy that serves as a driving force behind all of our investment decisions. For the team at Barrow Hanley, that means taking a bottom-up stock selection approach, while maintaining our long-term perspective on the past and future. It comes down to striking a balance between growth and…

It’s not just about trends, it’s about uncovering idiosyncratic, opportunistic investment ideas through meticulous, bottom-up analysis. The result? A high active share portfolio designed to deliver outperformance against a broad benchmark ― regardless of market environment. Learn more about our investment process.

In a world where trends come and go, the Barrow Hanley International Value Team’s backgrounds, investment experience, firm tenure, and collegial culture creates a foundation of stability, reliability, and trust for colleagues and clients alike. Watch and learn why we believe our people are our greatest asset.

Barrow Hanley’s overarching international investment philosophy lies in our unwavering commitment to value: We’re looking to invest in undervalued stocks that have multiple ways to win, have sold off for reasons we understand, and that exhibit clear catalysts for recovery. Why do we believe this is the best approach to delivering outperformance and long-lasting value?…

Embrace the power of international value investing and open the door to a world of opportunities with significant growth potential. Learn more about Barrow Hanley’s expertise in uncovering undervalued stocks across the globe to create diversified, unique portfolios with high active share and historically competitive returns.

Head of U.S. Equity Mark Giambrone and Head of International Equity Rand S. Wrighton, Jr., CFA reflect on the twists and turns of the 2023 equity markets – from a surge in growth stocks to liquidity concerns. They also share factors they believe will shape the 2024 investment landscape, including potential impacts of the U.S….

Learn how Barrow Hanley’s Diversified Large Cap Value strategy delivered alpha during 4Q 2022, and how it stands out amongst its peers. Mark Giambrone provides a portfolio review and market outlook here: https://www.barrowhanley.com/the-value-proposition-multimedia-insights?wchannelid=62cpn22v99&wmediaid=j51vsjmio0

Senior Managing Director, Equity Portfolio Manager and Analyst Rand S. Wrighton Jr., CFA reviews emerging market performance during the third quarter of 2022 and provides his perspective on why emerging markets are currently compelling for investors with a two to three-year time horizon. More about Rand S. Wrighton Jr., CFA, Senior Managing Director, Equity Portfolio…

Portfolio Manager Mark Giambrone provides a review of the Barrow Hanley Diversified Large Cap Value portfolio’s performance for 3Q22 and shares his expectations for Value investing over the near and intermediate term. More about Mark Giambrone, Senior Managing Director, Equity Portfolio Manager / Analyst

What makes emerging markets an attractive investment given the broader economic risks? Head of International Equities Rand Wrighton discusses on Asset TV Masterclass. More about Rand S. Wrighton Jr., CFA, Senior Managing Director, Equity Portfolio Manager / Analyst

Mark gives shares his perspective on howto invest strategically and successfully as the market faces headwinds. More about Mark Giambrone, Senior Managing Director, Equity Portfolio Manager / Analyst

Barrow Hanley’s fixed income team is uniquely advantaged by our ability to connect directly with corporate management teams through meetings held by the equity side of our firm. We’re able to gather insights beyond the balance sheet which help us to make well-informed and strategic investment decisions. Learn more.

In the dynamic world of asset management, it’s not just about the numbers; it’s also about the people. Barrow Hanley’s Fixed Income Investment Team brings together a tenured group of knowledgeable professionals who aren’t just managing investments but also building lasting partnerships and financial success. Watch here.

Barrow Hanley’s philosophy in managing fixed income strategies is to make your money work for you by creating a robust shield to protect against economic downturns, generating income to help you achieve your financial goals, and providing principal to offer you peace of mind in any market scenario. Watch and learn more.

For more than 40 years, Barrow Hanley has managed fixed income portfolios with a focus on fostering long-term client partnerships. Watch and learn more about what sets our fixed income offering apart.

Managing assets is an art. From understanding the nuanced details of investment-grade capability to comprehending the dynamics of leveraged finance, the task is complex. Yet, amidst the competition, one firm has embarked on a unique trajectory: Barrow Hanley Global Investors. Barrow Hanley: Unique in Its Market Space As a $55 billion asset manager across public…

Would you believe that mastering investment risk involves a similar approach to mastering chess? Both games require deep analysis, strategic thinking, and the ability to adapt to changing circumstances. We at Perpetual Asset Management take a strategic, thoughtful approach to managing risk, ensuring solid returns regardless of market fluctuations. Curious to know how we do…

In the ever-evolving investment landscape, navigating credit products can be challenging, particularly for investors pursuing a risk-averse approach. However, savvy investors can harness the power of leveraged credit as a compelling diversifying component for their broader portfolios. This article provides insights into understanding credit products and how they can fit seamlessly into an investment approach…

Collateralized Loan Obligations (CLOs) is a opportunity to generate attractive returns with high quarterly cash flows. These actively managed corporate loans offer investors an alternative investment vehicle and often include notable companies. Learn more about CLOs from Barrow Hanley analysts Chetan Paipanandiker and Nick Losey.

At Barrow Hanley, we put forth a competitive team that eschews the groupthink of major investment houses. Our in-depth process has been honed over decades touches on 100+ factors to weigh to uncover risks that other market participants may not see. Analyst Nick Losey shares how our firm blends platform, process, and people to build…

Curious about the benefits of Collateralized Loan Obligations? Barrow Hanley analysts Nick Losey and Chetan Paipanandiker break down why CLOs provide investors with a great opportunity to build a diversified portfolio with a competitive return profile — even during periods of stress. Learn how these professionally managed assets lead to higher yields.

When banks reduced funding to the leveraged loan market in the mid-90s, it spurred the genesis of the CLO market. Today, CLOs provide an attractive yield and returns for investors and have since grown into a $850B opportunity. Barrow Hanley analyst Chetan Paipanandiker discusses the CLO lifecycle — from ramp up to liquidity.

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 subsequent demise of Silicon Valley Bank (SVB) specifically―the largest bank failure since Lehman Brothers in 2008. SVB’s failure created…

Fixed Portfolio Manager Chet Paipanandiker highlights how headlines affected investment-grade and high-yield securities during 3Q22, and how he is positioning portfolios on the quality and spread spectrum as we move into Q422. More about Chet Paipanandiker, Portfolio Manager

Credit Markets: Then vs. Now Fixed Income Portfolio Managers Chet Paipanandiker and Nick Losey provide their views on expected rates hikes by 2023 and how they will impact the financial health of high yield companies. More about Chet Paipanandiker, Portfolio Manager More about Nick Losey, Portfolio Manager

Fed Moves: Expected Impacts on Leveraged Finance Markets Fixed Income Portfolio Managers Chet Paipanandiker and Nick Losey provide their views on expected rates hikes by 2023 and how they will impact the financial health of high yield companies. More about Chet Paipanandiker, Portfolio Manager More about Nick Losey, Portfolio Manager

HY and BL: How Do They Fit Into a Broader Portfolio How do high yield and bank loan securities fit in broader portfolios and how do we expect them to perform in the current environment? More about Chet Paipanandiker, Portfolio Manager More about Nick Losey, Portfolio Manager

Ross Campbell, Director of Responsible Investing, comments on the recent U.S. Securities and Exchange Commission’s proposed standardized climate risk disclosures rules for public companies – and notes the importance of these details being included in filings in order to accurately compare, assess and track over time. More About Ross Campbell, Director of Responsible Investing, Portfolio…

On International Women’s Day, a few of Barrow Hanley’s women leaders share their stories and advice as we look to encourage and inspire the next generation of women investment professionals: https://www.barrowhanley.com/the-value-proposition-multimedia-insights?wchannelid=62cpn22v99&wmediaid=uk1rkzmq7r At Barrow Hanley, we believe diverse teams create better outcomes. That’s why we are committed to employing, empowering and advancing women in roles across…

What values best describe Barrow Hanley? What do our employees enjoy the most about working at the firm? Hear more from the team, including CEO Cory Martin and Founding Director and Portfolio Manager James Barrow. More about Cory Martin, CEO, Executive Director, Equity Portfolio Manager

CEO Cory Martin discusses Barrow Hanley’s approach to value investing, which seeks to avoid the “boom or bust” traps befalling many value managers and provide a smoother ride for investors across market cycles. More about Cory Martin, CEO, Executive Director, Equity Portfolio Manager