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.

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.

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.

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…

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…

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

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

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

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…

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

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

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

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

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…

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…

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…

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

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

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

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

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

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