Barrow, Hanley, Mewhinney & Strauss

What Barrow, Hanley, Mewhinney & Strauss does

Barrow, Hanley, Mewhinney & Strauss (operating under the brand 'Barrow Hanley Global Investors') is a Dallas-headquartered, value-oriented institutional asset manager founded in 1979 and operated as a subsidiary of Australia's Perpetual Group (ASX: PPT). The firm manages $58.71B in assets under management (as of 03/31/26) across a platform of 13 equity strategies and 14 fixed income strategies spanning U.S., non-U.S., global, and emerging markets equities, plus the full credit spectrum from investment grade and high yield to bank loans and CLOs. Its investment process combines disciplined quantitative screening with fundamental securities analysis, applied consistently across strategies and multiple market cycles; the credit team uniquely shares research infrastructure with the equity floor, enabling holistic company-level risk assessment.

The firm employs approximately 99 people, with more than 50 investment professionals, and operates from offices in Dallas, London, Hong Kong, Singapore, and Sydney. It serves exclusively institutional clients — corporate, public, and multi-employer pension plans, mutual funds, endowments, foundations, and sovereign wealth funds — through bespoke separate-account mandates and sub-advisory relationships (e.g., Mackenzie Investments' value-oriented ETFs in Canada). Revenue is earned as a percentage of AUM management fees, calculated on standard tiered fee schedules, with no public fee disclosure; recent product additions include the Conscious (ESG-integrated) equity strategies and a CLO Equity Fund I (~$120M) within a CLO platform managing ~$1.35B in assets. The go-to-market is direct institutional field sales supported by monthly market commentary, a video/educational content library, and thought-leadership distribution via LinkedIn and the corporate website.

Name

Barrow, Hanley, Mewhinney & Strauss

Legal name

Barrow, Hanley, Mewhinney & Strauss, LLC

Website

https://barrowhanley.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

51–100 employees

Short description

Barrow, Hanley, Mewhinney & Strauss is a Dallas-based, value-oriented institutional asset manager founded in 1979, managing $58.71B AUM across 13 equity and 14 fixed income strategies for pension plans, mutual funds, endowments, foundations, and sovereign wealth funds globally, and operating as a subsidiary of Perpetual Group.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Style Equity — Value (Active) (FSAAAIAH)

akta.pro secondary industries

Large-Cap Equity (Active) (FSAAAIAA), Small-Cap Equity (Active) (FSAAAIAC), Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

Keywords

• Value investing
• Institutional asset management
• Fixed income management
• Equity strategy management
• CLO portfolio management

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management Fees: Barrow Hanley earns investment management fees calculated as a percentage of assets under management (AUM). As a percentage-of-AUM model, revenue scales directly with market appreciation and net inflows. The firm manages $58.71B in AUM across institutional separate accounts and potentially commingled vehicles, with fee revenue derived from both equity and fixed income strategies.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Barrow, Hanley, Mewhinney & Strauss operates as a diversified investment management firm offering value-focused investment strategies across global equities and fixed income for institutional clients. The firm manages $58.71B in assets under management through 13 value equity strategies and 14 fixed income strategies, including a dedicated CLO platform, delivered via institutional separate accounts and sub-advisory mandates.

Product overview

Barrow, Hanley, Mewhinney & Strauss (Barrow Hanley) is a diversified investment management firm offering a comprehensive suite of value-focused investment strategies spanning global equities and fixed income. The firm operates a platform-plus-strategies architecture with two primary product lines: 13 Equity Strategies (including Large Cap Value, Diversified Large Cap Value, Dividend Focused Value, Mid Cap Value, Small Cap Value, Diversified Small Cap Value, Concentrated U.S. Opportunities, Non-U.S. Value, All Country World Ex-U.S. Value, Global Value Equity, Emerging Markets Equity, Conscious Global Value Equity, and Conscious Concentrated Emerging Markets Equity) and 14 Fixed Income Strategies (including Core, High Quality Core, Intermediate Fixed Income, Short Maturity, Investment Grade Credit, Intermediate Credit, Enhanced Intermediate Credit, Long Credit, Long Government/Credit, Extended Duration, High Yield, TIPS, Bank Loan, and Collateralized Loan Obligations). The equity strategies share a common valuation-centric investment process developed over more than 30 years, while fixed income strategies emphasize qualitative security analysis complemented by quantitative tools. The firm also offers a dedicated CLO platform with approximately $1.35B in total CLO assets.

Differentiator

Problem solved

Functional benefit

Brands

• Barrow Hanley Credit Partners: Legally assumed name for the Alternative Credit investment team and investment strategies including Bank Loan Fixed Income, Collateralized Loan Obligations, and High Yield Fixed Income.

Products and services

• Large Cap Value Equity A value equity strategy targeting large-cap U.S. companies, utilizing a disciplined quantitative analysis process developed over more than 30 years to identify undervalued securities for institutional clients.
• Diversified Large Cap Value A diversified large-cap value equity strategy that applies Barrow Hanley's valuation-centric investment process across a broad portfolio of large-cap securities for institutional clients.
• Dividend Focused Value Equity A value equity strategy focused on identifying companies with sustainable dividend yields and undervalued dividend growth potential for institutional clients.
• Mid Cap Value Equity A value equity strategy targeting medium-capitalization U.S. companies, seeking to exploit market inefficiencies in the mid-cap segment for institutional clients.
• Small Cap Value Equity A value equity strategy targeting small-capitalization U.S. companies with potential for above-average returns through disciplined value investing for institutional clients.
• Diversified Small Cap Value A diversified approach to small-cap value investing, providing broad exposure to undervalued small-cap securities for institutional clients.
• Concentrated U.S. Opportunities A high-conviction U.S. equity strategy with a concentrated portfolio of the team's best ideas, focused on significant mispriced opportunities for institutional clients.
• Non-U.S. Value Equity An international equity strategy investing in undervalued non-U.S. companies across developed and emerging markets for institutional clients.
• All Country World Ex-U.S. Value Equity A global equity strategy excluding the U.S., providing broad international value exposure across multiple regions for institutional clients.
• Global Value Equity A worldwide equity strategy investing in undervalued companies across all market caps and geographies, including the U.S., for institutional clients.
• Emerging Markets Equity A value equity strategy targeting undervalued companies in emerging market countries with high growth potential for institutional clients.
• Conscious Global Value Equity A responsible investing version of the global value strategy that integrates ESG factors into the investment process while maintaining value discipline for institutional clients.
• Conscious Concentrated Emerging Markets Equity A concentrated emerging markets strategy combining value investing with responsible investing principles for high-conviction positioning for institutional clients.
• Core Fixed Income A multi-sector fixed income strategy seeking to outperform the Bloomberg U.S. Aggregate Index through bottom-up security selection while maintaining diversified exposure for institutional clients.
• High Quality Core Fixed Income A conservative fixed income strategy focused on high-quality investment grade securities with emphasis on capital preservation and steady income for institutional clients.
• Intermediate Fixed Income A fixed income strategy targeting intermediate-maturity securities, seeking to balance yield and duration risk within the investment grade universe for institutional clients.
• Short Maturity Fixed Income A fixed income strategy focused on short-term securities, providing lower duration risk and higher liquidity for capital preservation for institutional clients.
• Investment Grade Credit Fixed Income A fixed income strategy investing exclusively in investment grade corporate bonds, seeking to exploit credit market inefficiencies for institutional clients.
• Intermediate Credit Fixed Income An active strategy exploiting inefficiencies to capture yield advantage by investing in intermediate-term investment grade corporate bonds while minimizing volatility for institutional clients.
• Enhanced Intermediate Credit Fixed Income An enhanced version of the intermediate credit strategy with higher potential yield through broader credit universe and active duration management for institutional clients.
• Long Credit Fixed Income A fixed income strategy targeting long-maturity investment grade corporate bonds, accepting higher duration risk for potentially higher returns for institutional clients.
• Long Government/Credit Fixed Income A fixed income strategy combining long-maturity government and corporate bonds for maximum duration exposure and total return potential for institutional clients.
• Extended Duration Fixed Income A fixed income strategy with extended duration positioning, designed to maximize returns when interest rates decline for institutional clients.
• High Yield Fixed Income A fixed income strategy investing in below-investment-grade corporate bonds, seeking higher yields with managed credit risk through rigorous fundamental analysis for institutional clients.
• TIPS Fixed Income A fixed income strategy investing in Treasury Inflation-Protected Securities, providing protection against inflation while maintaining fixed income exposure for institutional clients.
• Bank Loan Fixed Income A fixed income strategy investing in senior secured bank loans with floating interest rates, providing higher yields and lower duration risk compared to traditional bonds for institutional clients.
• Collateralized Loan Obligations (CLO) A structured credit strategy investing in CLOs, managed by an experienced team that utilizes fundamental research to identify attractive risk-adjusted returns for institutional clients.
• CLO Equity Fund I A CLO-focused fund with $120M committed capital, managing approximately $1.35B in total CLO assets as of March 31, 2026, offered to institutional clients.

Quantifiable outcome

• Barrow Hanley High Yield Composite Gross returned 7.73% over 1 year (as of Feb 2026) vs ICE BAML HY Index, with net returns of 7.21%
• +3 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Mackenzie InvestmentscoreStrategic or Co-development PartnerBarrow Hanley Global Investors serves as sub-advisor to two Mackenzie Investments ETFs: the Mackenzie Global Value ETF (MAGV) and the Mackenzie US Value ETF (MAUV). Barrow Hanley leverages its decades of investment expertise in disciplined value-investing approaches for these value-oriented ETFs, combining active management with exposure to developed and emerging markets.
• American Beacon PartnersminorOthersFormer Barrow Hanley COO Patti Barron was appointed as Chief Transformation Officer at American Beacon Partners. This appointment reflects Barrow Hanley alumni transitioning to leadership roles at peer firms, rather than an active commercial partnership.
• Putnam InvestmentsminorStrategic or Co-development PartnerPutnam Investments serves as sub-advisor to one of the Mackenzie Investments ETFs (Mackenzie US All Cap Growth ETF), co-existing alongside Barrow Hanley's sub-advisory role for the value-oriented ETFs. This reflects a broader ecosystem of sub-advisory partnerships within Mackenzie Investments' ETF lineup.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• LSV Asset Management: Chicago-based quantitative value equity manager with ~$100B+ AUM, one of the closest comparables to Barrow Hanley in dedicated value equity investing for institutional clients.
• Dodge & Cox: San Francisco-based, employee-owned value investor managing ~$100B+ AUM across equity and fixed income strategies; a long-tenured value boutique competitor with a similar institutional-only orientation.
• Pzena Investment Management: Publicly-traded classic value equity boutique managing ~$60B AUM, with a strong focus on global value equities — directly comparable in style, scale, and institutional client base.
• Hotchkis & Wiley Capital Management: Los Angeles-based value equity manager focused on U.S. and global equities for institutional clients; a similar boutique value manager with overlapping institutional client base.
• GAMCO Investors (Gabelli Funds): Well-known value-oriented asset manager offering equity and fixed income strategies for institutional and intermediary clients, with comparable AUM scale and value philosophy.

Broad incumbents

• AllianceBernstein: Large publicly-traded asset manager with significant value equity and fixed income capabilities serving institutional clients globally; broader portfolio than Barrow Hanley but overlapping institutional client base.
• T. Rowe Price: Large diversified asset manager with value-oriented equity strategies and institutional retirement focus; competes for similar institutional mandates at greater scale.
• Robeco: Dutch-based global asset manager with strong value equity heritage (Robeco Value) and significant fixed income and alternative credit capabilities, competing in the same institutional global value space.
• Invesco: Large global asset manager with value equity and fixed income strategies, institutional client base, and global office footprint that overlaps materially with Barrow Hanley's institutional accounts.

Emerging players

• Victory Capital: Multi-boutique asset manager with value-oriented affiliate franchises (e.g., Integrity Asset Management, USAA value strategies) competing for similar institutional and intermediary mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights8 records

Customer concentration

• YouTubeyoutube.com/results?search_query=barrow+hanley+mewhinney+and+strauss
• LinkedInlinkedin.com/company/111656

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Barrow, Hanley, Mewhinney & Strauss