The strategy, managed by a team with deep experience investing together, utilizes the full breadth of the firm’s fundamental research capabilities to identify companies across the market cap spectrum in order to exploit inefficiencies resulting in a differentiated portfolio.
Investment Process
Investment Objective:
Seeks to outperform the Credit Suisse Leveraged Loan Index over a full market cycle.
Investment Overview:
We believe markets are inefficient, and that these inefficiencies can best be exploited through adherence to a valuation centric investment process dedicated to the selection of securities on a bottom-up basis. Additional market forces of rate volatility, market liquidity, new issue underwriting activity and fund flows, among other influences, create inefficiencies that provide trading opportunities. Barrow Hanley’s fundamental credit research allows our team to accurately price the risk of loss and generate above market returns.
Strategy Summary
Additional Information
Characteristics
Performance
* Most recent quarter returns are not annualized. Past performance is not indicative of future results. The value of an investment can go down as well as up as a result of market and currency fluctuations.
** Inception Date: 6/1/18
date format is m/dd/yyyy
Portfolio Characteristics
Performance
* Most recent quarter returns are not annualized. Past performance does not guarantee future results and there is no assurance that the Strategy will achieve its investment objective.
** Inception Date: 6/1/18
Disclosure
Sources for data noted above are from APX, Credit Suisse and Bloomberg Index Services Limited as of the date specified. Material presented is based on the composite and not an individual account.
Barrow Hanley gross returns are shown before investment management fees and custody expenses. Index returns do not reflect transaction costs, management fees, and other expenses. Performance is expressed in U.S. currency. Net returns are calculated using a model fee. The model fee is based on the highest tier of our standard fee schedule. Barrow, Hanley, Mewhinney & Strauss, LLC claims compliance with the Global Investment Performance Standards (GIPS®).
Credit Suisse Index data is permissible for use by Barrow Hanley for client reporting and marketing purposes. This data is not permitted to be re-distributed.
All institutional product information has been provided by Barrow, Hanley, Mewhinney & Strauss, LLC. Any questions about this material or requests for additional information may be made directly to the firm by contacting us here.