Barrow, Hanley, Mewhinney & Strauss LLC

Barrow, Hanley, Mewhinney & Strauss LLC

Barrow, Hanley, Mewhinney & Strauss LLC

Overview
Date Founded

2009

Headquarters

JP Morgan Chase Tower,2200 Ross Avenue,31st floor,Dallas, TX 75201-2761

Type of Company

Private

Employees (Worldwide)

94

Industries

Investment Services & Portfolio Management
Accounting & Financial Services

Company Description

Barrow, Hanley, Mewhinney & Strauss has a strict definition of value. Our equity portfolios exhibit below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields, regardless of market conditions. As a result, each of our clients is assured that we will do our part to maintain the style integrity of their overall portfolio. In fixed income, we define value as temporarily mispriced securities with yield-to-maturity advantages over Treasury bonds of comparable maturity. We identify each opportunity from the bottom up, building a duration-neutral portfolio designed to "out-yield" the market. In this way, Barrow Hanley seeks to achieve higher total returns for our fixed income clients with below-benchmark volatility. Mutual Fund Sub-Advisory Services Stability of investment team, strict adherence to style and uniformity of process are hallmarks of Barrow Hanley. Through an investment in a Barrow Hanley sub-advised mutual fund, individual investors are able to access the research-driven, bottom-up approach to active security selection that is utilized by major pension plans, foundations and endowments, and other institutional investors worldwide. Barrow Hanley currently serves as a sub-advisor to more than 30 equity and fixed income mutual funds. In addition to sub-advising an array of nationally-recognized mutual funds in the U.S., we sub-advise a number of internationally-based funds.

Contact Data
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Executives & Employees

Executive Director, Large Cap Value & Mid Cap Value Equity Portfolio Manager

Executive Director, Equity Portfolio Manager

Managing Director, Chief Compliance & Risk Officer

Managing Director, Fixed Income Portfolio Manager

Managing Director, Equity Portfolio Manager/Analyst

Managing Director, Equity Portfolio Manager & Analyst

Managing Director, Equity Portfolio Manager & Analyst

Managing Director & Fixed Income Portfolio Manager

Managing Director, Equity Portfolio Manager & Analyst

Managing Director, Equity Portfolio Manager & Analyst

Board of Directors

Director, Client Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

Executive Director, Equity Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

Managing Director, Equity Portfolio Manager/Analyst at Barrow, Hanley, Mewhinney & Strauss LLC

Director, Client Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

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Clients

Employees Retirement System of Texas (ERS) administers retirement, health and other insurance benefits, TexFlex, a tax-savings flexible benefit program, and 401 (k) and 457 investment accounts as part of the Texa$aver Program. Asset classes in which the systems invest include domestic and international equities and fixed-income. The Board of Trustees sets long-term asset allocation targets or ranges that best meet the needs of the plans and their beneficiaries. Formal asset allocation studies are conducted at least every five years, with annual evaluations of the validity of the adopted asset allocation based on updated return projections. ERS' investment staff is directed to rebalance at least quarterly the asset allocation of the investment portfolios to remain within the target allocation bands.

F&C Investment Trust Plc is a closed-end investment trust. Its objective is to secure long-term growth in capital and income through a policy of investing primarily in an internationally diversified portfolio of publicly listed equities, as well as unlisted securities and private equity with the use of gearing. The company was founded in 1868 and is headquartered in London, the United Kingdom.

Non-Profit Donations & Grants
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