Barrow Hanley Global Share Fund - Class A
The Fund aims to provide investors with long-term capital growth through investment in quality global shares (For Wholesale Investors Only).
The Barrow Hanley Global Share Fund aims to provide investors with long-term capital growth through investment in quality global shares. It is managed by a team with deep experience in investing through multiple market cycles.
The consistent, repeatable investment process identifies companies across the globe and the market cap spectrum to exploit inefficiencies. This results in a well-diversified, high active share portfolio that provides asymmetrical returns by participating in up markets while protecting in down markets.
The Fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
Barrow Hanley strives to achieve the Fund's investment objectives by adopting a value-oriented, bottom-up investment process focused on in-depth fundamental research to identify companies that trade below their intrinsic value for reasons that they can identify, believe are temporary and have a clearly identified path to achieving fair value.
Barrow Hanley aims to select the most attractive securities to construct a well diversified, high active share portfolio that provides asymmetrical returns by participating in up markets while protecting in down markets.
The portfolio will exhibit a clear value bias and seek characteristics such as:
- price/earnings ratios below the market,
- price/book ratios below the market,
- enterprise value/free cash flow ratios below the market and
- dividend yields above the market.
The Fund will primarily invest in companies incorporated in developed markets and may hold up to 20% of the portfolio in companies incorporated in emerging markets.
The portfolio has no direct tobacco stock exposure.
The currency exposure in the Fund is unhedged.
| Assets | Range % |
| Global Shares | 95 - 100% |
| Cash | 0 - 5% |
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Perpetual Investment Management Limited has appointed specialist investment manager Barrow, Hanley, Mewhinney & Strauss, LLC (‘Barrow Hanley’) to manage the Barrow Hanley Global Share Fund.
Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives.
Barrow Hanley strives to achieve the Fund’s investment objectives by adopting a value-oriented, bottom-up investment process focused on in-depth fundamental research to identify companies that trade below their intrinsic value for reasons that they can identify, believe are temporary and have a clearly identified path to achieving fair value.
Brad Kinkelaar joined Barrow Hanley in 2017. He previously served as an equity portfolio manager and head of dividend strategies at Pacific Investment Management Company (PIMCO).
During his investment career, Brad Kinkelaar served as a managing director and equity portfolio manager at Thornburg Investment Management and as an equity analyst at State Farm Insurance Companies.
Brad Kinkelaar earned a BS in Management and Marketing from Eastern Illinois University, where he graduated cum laude. He received an MBA in Finance from the Kellogg School of Management at Northwestern University.
Cory Martin joined Barrow Hanley in 1999. During his tenure at Barrow Hanley, he has been instrumental in the creation, development, and implementation of our Non-U.S. Value, Global Value, and Emerging Markets Equity strategies.
In 2017, Mr. Martin was named Barrow Hanley’s Executive Director and in 2019 he was named Chief Executive Officer and is responsible for the day-to-day management of the firm.
Prior to joining Barrow Hanley, Cory Martin served as a vice president at Templeton Investment Counsel, Inc. in Fort Lauderdale, Florida.
His career in the investment management industry includes serving as an institutional investment consultant at LCG Associates, Inc.
Mr. Martin is a member of the CFA Society in Dallas-Fort Worth . He graduated from Baylor University.
David Ganucheau joined Barrow Hanley in 2004 from Clover Partners, LP, where he served on the management team for several funds, including a financial sector fund.
Prior to his tenure at Clover Partners, Mr. Ganucheau served as securities analyst at GSB Investment Management, where he began career in the investment management industry.
Mr. Ganucheau graduated from Southern Methodist University with a BBA in Accounting and is a CFA charterholder.
TJ Carter joined Barrow Hanley in 2014 from Kingstown Capital Management, where he served as an analyst.
His prior experience includes analyst positions at Outpoint Capital Management and Highland Capital Management. TJ Carter began his career at Deloitte & Touche, LLP. He received a BSBA from the University of Arkansas and an MBA from Columbia Business School.
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