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 is managed by Barrow Hanley, who is part of Perpetual Asset Management International. Barrow Hanley is a diversified investment management firm offering value focused investment strategies spanning global equities and fixed income, based in Dallas. They are a leader in global value investing, partnering with clients around the world to provide attentive service, insightful perspectives, and competitive returns.