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 09/30/16. The fund's latest filing disclosed 66BN in positions, representing 65% of the manager's regulatory AUM.

BARROW HANLEY StockAlpha

-0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BARROW HANLEY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PM 2.79% Cons. Staples -9.3% -0.13% 2 24%
JCI 2.66% Industrials 5.91% -0.03% 5 12%
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FEATURED IN
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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...
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BARROW HANLEY Portfolio Concentration

BARROW HANLEY Location

2200 ROSS AVENUE, 31ST FLOOR
DALLAS, Texas
UNITED STATES, 75201-2761

BARROW HANLEY Contact Information

Phone Number: 214-665-1900
Fax Number: 214-665-1936
Website:

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