BARROW HANLEY Overview
Barrow Hanley Mewhinney & Strauss Llc is an investment advisor that manages 100.3 BN dollars in regulatory AUM and has 84 employees, of which 33 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 26BN in positions, representing 26% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 26BN in positions, representing 26% of the manager's regulatory AUM.
BARROW HANLEY StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BARROW HANLEY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MRK | 3.37% | Health | 4.4% | 0.19% | 1 | 35% | ||
| APD | 3.17% | Materials | -4.66% | 0.01% | 2 | 17% | ||
|
Get the Full Report |
||||||||
FEATURED IN
BARROW HANLEY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James P. Barrow | President, Secretary, Treasurer, Executive Director, Member Board Of Managers | August-1979 |
| Joseph R. Nixon | Executive Director, Member Board Of Managers | June-1994 |
| John S. Williams | Managing Director | July-1983 |
| Patricia B. Andrews | Chief Compliance Officer, Managing Director | August-2004 |
| Linda T. Gibson | Member Board Of Managers | January-2010 |
| Aidan J. Riordan | Member Board Of Managers | March-2013 |
BARROW HANLEY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
BARROW HANLEY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client
assets:
Fundamental Analysis: We attempt to quantify the intrinsic value of a security by analyzing the financial condition and management of the underlying company, to determine if an investment or potential investment is priced adequately. In the case of equities, we seek to build portfolios with price to earnings ratios lower than the market, dividend yield higher than the market, and profitability higher than companies in general. In the case of fixed income, we seek to build portfolios with a yield advantage to the client’s benchmark.
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors cons...
Get the Full Report
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client
assets:
Fundamental Analysis: We attempt to quantify the intrinsic value of a security by analyzing the financial condition and management of the underlying company, to determine if an investment or potential investment is priced adequately. In the case of equities, we seek to build portfolios with price to earnings ratios lower than the market, dividend yield higher than the market, and profitability higher than companies in general. In the case of fixed income, we seek to build portfolios with a yield advantage to the client’s benchmark.
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors cons...
Get the Full Report
BARROW HANLEY Portfolio Concentration
BARROW HANLEY Location
2200 ROSS AVENUE, 31ST FLOOR
DALLAS, Texas
UNITED STATES, 75201-2761
DALLAS, Texas
UNITED STATES, 75201-2761
BARROW HANLEY Contact Information
Phone Number: 214-665-1900
Fax Number: 214-665-1936
Website: https://www.omam.com/
Fax Number: 214-665-1936
Website: https://www.omam.com/
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
