Barrow Hanley Global Investors

Barrow Hanley Global Investors is a U. S. -based investment firm specializing in value-driven strategies across global equities and fixed income markets. Founded in 1979, Barrow Hanley Global Investors is a firm that focuses on providing tailored investment solutions for institutional clients.

The headquarters is located in Dallas, US. The firm, under the leadership of CEO Carl Palm, has engaged in significant transactions, including an acquisition by Perpetual Investments in July 2020, where they agreed to acquire a 75% majority stake in Barrow Hanley for AUD 465 million, completed in November 2020. Barrow Hanley Global Investors specializes in value-focused investment strategies, offering a diverse range of products in global equities and fixed income. Their core offerings include various value equity strategies that identify undervalued stocks expected to appreciate over time, alongside fixed income strategies involving below-investment-grade securities such as high-yield bonds and leveraged loans.

Their client base consists of institutional entities, including corporate pension plans, public pension funds, endowments, foundations, and sovereign wealth funds across North America, Europe, Asia, Australia, and Africa. Barrow Hanley generates revenue primarily through management fees based on assets under management (AUM) and performance fees contingent upon surpassing investment benchmarks. Transactions are facilitated through direct client relationships where institutional investors enter partnership agreements detailing service terms, including fees and performance metrics. The firm’s flagship products, including the Barrow Hanley US Mid Cap Value Strategy, are associated with specific pricing plans reflecting the complexity and value of the investment strategies offered.

Barrow Hanley Global Investors aims for growth through the introduction of new investment products and expansion into emerging markets. While specific new products and release dates have not been disclosed, the firm is focused on enhancing its portfolio diversity. The recent funding round, which involved an AUD 465 million investment from Perpetual Investments, will support these strategic initiatives. The firm targets the expansion of its services in key international markets, although specific regions targeted for growth have not been detailed.