Barrow Hanley Mewhinney & Strauss LLC
Barrow Hanley Mewhinney & Strauss LLC, founded in 1979 and based in Dallas, TX, is a diversified investment management firm recognized for its exclusive focus on value investing. The firm manages global equities and fixed income portfolios for institutional clients, including corporate and public pension plans, mutual funds, endowments, foundations, and sovereign wealth funds across North America, Europe, Asia, Australia, and Africa. Barrow Hanley is known for its boutique culture and disciplined value approach. The firm has a team-oriented structure and a long-standing client-centric philosophy.
Investment Strategy
Barrow Hanley follows a valuation-centric, value-investing philosophy, seeking to identify undervalued stocks of companies exhibiting a unique blend of cheapness, positive change, and asymmetric return profiles. The firm utilizes a bottom-up investment process and maintains diversified portfolios trading at lower-than-market valuation metrics while providing above-market dividend yields. ESG (Environmental, Social, and Governance) factors are integrated into its research and investment decisions, with a patient, long-term focus and low portfolio turnover characteristic of their value style. The firm manages both equity and fixed income strategies, aiming to outperform relevant benchmarks over the long term and deliver consistent, risk-adjusted returns for institutional clients.
Latest 13F Filing Activity
Barrow Hanley Mewhinney & Strauss LLC filed their most recent 13F report on Jun 30, 2025 disclosing 310 equity positions with a total 13F market value of $30B. The fund increased holdings in Vertiv Holdings Co., Carnival Corp., Entegris Inc. among other positions. Barrow Hanley Mewhinney & Strauss LLC reduced exposure to Elevance Health Inc., Unitedhealth Group Inc., Jacobs Solutions Inc. among others.
Top Holdings
Equity Positions (310)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CCL | Carnival Corp | 3.39% | $1.01B | 35,817,765 | $18.17 | $28.12 | +$322.8M |
E ETR | Entergy Corp | 2.72% | $807.6M | 9,716,246 | $49.97 | $83.12 | -$24.7M |
F FIS | Fidelity National Information | 2.50% | $740.7M | 9,098,488 | $78.64 | $81.41 | +$74.5M |
V VRT | Vertiv Holdings Co | 2.47% | $733.5M | 5,712,261 | $74.93 | $128.41 | +$341.1M |
M MRK | Merck & Co Inc | 2.32% | $689.2M | 8,706,682 | $81.42 | $79.16 | -$10.1M |