Barrow Hanley Global Investors provides global equity and fixed income portfolio management services to institutional investors, mutual funds, and individual clients. Founded in 1979 and based in Dallas, Texas, the firm focuses on long-term value investing strategies. Barrow Hanley builds portfolios using fundamental research, bottom-up company analysis, and disciplined risk management, avoiding derivatives, shorting, and leverage in its equity and fixed income strategies. The firm manages assets on both discretionary and non-discretionary bases, offering numerous strategy options such as large cap value, small cap value, emerging markets equities, corporate credit, bank loans, and municipal bonds. Barrow Hanley is majority-owned by Perpetual Limited, a global financial services firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $200.0M | 0.35% |
| $200.0M - $800.0M | 0.30% |
| $800M+ | 0.20% |
Schedule represents the Large Cap Value strategy. Other equity and fixed income strategies have different fee schedules. Fees are negotiable under certain circumstances.