John Pinckney Harloe

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

John Pinckney Harloe

John Pinckney Harloe

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

Overview
RelSci Relationships

99

Number of Awards

1

Relationships
RelSci Relationships are individuals John Pinckney Harloe likely has professional access to. A relationship does not necessarily indicate a personal connection.

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

Relationship likelihood: Strong

Managing Director, Chief Compliance & Risk Officer at Barrow, Hanley, Mewhinney & Strauss LLC

Relationship likelihood: Strong

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

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

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

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Executive Vice President & Head of Affiliate Management at BrightSphere Investment Group Plc

Relationship likelihood: Strong

Executive Director, Large Cap Value & Mid Cap Value Equity Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Fund Advisor at Barrow, Hanley, Mewhinney & Strauss LLC

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Managing Director, Fixed Income Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

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John Pinckney Harloe
Managing Director, Equity Portfolio Manager & Analyst at Barrow, Hanley, Mewhinney & Strauss LLC
Education
B.A.
Class of 1974

The University of South Carolina is home to more than 200 years of history and tradition, rising from a single building in 1805 on what would become the heart of the campus, the Horseshoe. The 11 buildings that now make up the Horseshoe frame a lush lawn that is an irresistible gathering place. The university is expanding west toward the Congaree River in support of its research initiatives in nanotechnology, health sciences, Future Fuels™, the environment and information technologies. This innovation district, Innovista, includes a master plan for policy, physical infrastructure and support elements for job creation and growth in the knowledge economy. Innovista promises to be an economic catalyst that will raise the state’s per-capita income and quality of life by attracting knowledge-based businesses and high-paying jobs to an urban research university campus within a community that has a high livability appeal. Joining the flagship campus in Columbia, are four-year campuses in Aiken, Beaufort and Upstate (Spartanburg andGreenville). Four two-year campuses in Lancaster, Sumter, Salkehatchie (Allendale and Walterboro) and Union help the university cover the state. In addition, the University of South Carolina's: Columbia campus has 324 degree programs through its 14 degree-granting colleges and schools. Students have been awarded more than $16.7 million for national scholarships and fellowships since 1994. Faculty generated $238 million in funding for research, outreach and training programs in fiscal year 2012. Carolina is one of only 63 public universities listed by the Carnegie Foundation in the highest tier of research institutions in the U.S.

MBA

The Darla Moore School of Business is the business school of University of South Carolina in Columbia, South Carolina, United States.

Career History
Managing Director, Equity Portfolio Manager & Analyst
1995 - Current

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.

Vice President
Prior - 1994

Sterling Capital Management offers clients a variety of investment strategies and may may invest in a wide range of securities and other financial instruments. The firm employs various investment strategies to implement the advice they give to clients including: long-term purchases, short-term purchases, trading, short sales, option strategies including covered options, uncovered options or spreading strategies, and over-the-counter derivative strategies. Sterling Capital's primary investment strategies include: Taxable and Tax Exempt Fixed Income; Small Cap, SMID and Mid Cap Value; Stratton Small Cap Value and Stratton Mid Cap Value; Advisory Solutions (Asset Allocation); Diversified Alpha (Small Cap Value Diversified Alpha, Large Cap Value Diversified Alpha, and International Diversified Alpha); Equity Opportunities (Special Opportunities, Equity Income, Insight, Global Leaders, SMID Opportunities and Enhanced Equity); Large Cap Equity (Core Equity, Focused Equity, and Dividend Advantage); Long/Short Equity (Multi-Manager); and Real Estate/REITs.

Professional
Prior

Oppenheimer Asset Management's (OAM) expertise spans a variety of disciplines ranging from hedge funds to mutual funds, both in the US and abroad. The firm integrates traditional and non-traditional portfolios into a unified investment approach, while offering access to the best investment managers in the world. Their investment philosophy is based on effective strategic asset allocation. OAM employs a bottom-up investment selection approach.OAM manages discretionary fixed income accounts using the following strategies: Core Fixed Income, Core Plus Fixed Income, Corporate Core Plus Fixed Income, Intermediate Fixed Income, High Yield Fixed Income, Insurance Fixed Income, Investment Grade Tax Exempt Fixed Income, High Yield Tax Exempt Fixed Income and Cash Management. For each of these strategies, the investment process begins with an understanding of the client’s needs and objectives. Security selection for all strategies except Investment Grade Tax Exempt is bottom up and focuses on optimal bond selection. Portfolio managers analyze the financial statements of corporate bond issuers and value the entire capital structure. In selecting core holdings, portfolio managers look for higher yield than the strategy’s benchmark, stable fundamentals and long holding periods. Portfolio managers make duration judgments. Portfolio managers may select fixed income securities that they expect will have a rating upgrade or are undervalued. Before securities are purchased for client accounts, a relative value analysis is conducted based on proprietary spread data.

Awards & Honors
CFA (Chartered Financial Analyst)
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