William B. Underwood

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

William B. Underwood

William B. Underwood

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

Biography

Mr. Underwood joined BHMS in 1998. Prior to servicing the firm's client relationships, his work at the firm included market and index research and portfolio analysis. Mr. Underwood began his 18-year career as a financial analyst at First City Financial Corporation. He graduated from Baylor University with a BBA and received an MBA from the Cox School of Business at Southern Methodist University.

Overview
RelSci Relationships

85

Number of Boards

1

Relationships
RelSci Relationships are individuals William B. Underwood likely has professional access to. A relationship does not necessarily indicate a personal connection.

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

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Fund Advisor at Barrow, Hanley, Mewhinney & Strauss LLC

Relationship likelihood: Strong

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

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

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

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Paths to William B. Underwood
Potential Connections via
Relationship Science
You
William B. Underwood
Director, Client Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC
Education
BBA

Baylor University, a private Christian university and a nationally ranked research institution, provides a vibrant campus community for more than 15,000 students by blending interdisciplinary research with an international reputation for educational excellence and a faculty commitment to teaching and scholarship.

MBA

Since 1920, the SMU Cox School of Business has equipped students with the skills, knowledge and experience they need to succeed in business. Major publications—including BusinessWeek, The Economist, Financial Times, Forbes, U.S. News & World Report and The Wall Street Journal—rank SMU Cox among the top business schools in the nation and around the world. The Cox School offers a full range of undergraduate and graduate degree programs, as well as innovative executive education programs encompassing all aspects of business leadership and management.

Career History
Director, Client Portfolio Manager
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.

Financial Analyst
Prior

First City Financial Corp., a subsidiary of Royal Bank of Canada, is an American company located in Denver, CO. The firm provides mortgage banking services. It was founded by Samuel Belzberg. First City Financial Corp. was acquired by Prism Financial Corp., now part of Royal Bank of Canada on 26 Apr 99.

Boards & Committees
Director
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.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by William B. Underwood. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of William B. Underwood's profile does not indicate a business or promotional relationship of any kind between RelSci and William B. Underwood.