James Barrow

Last Update: 02-04-2015

Number of Stocks: 162
Number of New Stocks: 4

Total Value: $74,699 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

James Barrow' s Profile & Performance

Profile

Mr. Barrow is Executive Director of Dallas based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. He graduated from the University of South Carolina with a BS. For the 10-year period ended 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns.

Web Page:https://www.barrowhanley.com/

Investing Philosophy

Barrow, Hanley, Mewhinney & Strauss' equity portfolios will always exhibit below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields, regardless of market conditions.

Total Holding History

Performance of Vanguard Selected Value Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
20146.3613.69-7.3
201342.0432.399.7
201215.2516-0.8
3-Year Cumulative74.1 (20.3%/year)74.6 (20.4%/year)-0.5 (-0.1%/year)
20110.822.11-1.3
201019.4415.064.4
5-Year Cumulative109.7 (16%/year)105.1 (15.5%/year)4.6 (0.5%/year)
200936.2626.469.8
2008-35.49-371.5
2007-0.235.49-5.7
20067.9515.79-7.8
20051.524.91-3.4
10-Year Cumulative101.5 (7.3%/year)109.4 (7.7%/year)-7.9 (-0.4%/year)
200411.8610.881.0
200315.2128.68-13.5
20025.13-22.127.2
20017.91-11.8919.8
20005.75-9.114.9
15-Year Cumulative211.6 (7.9%/year)86.4 (4.2%/year)125.2 (3.7%/year)
19990.3721.04-20.7
199817.5128.58-11.1
1997-6.5833.36-39.9

Top Ranked Articles

A Graham Defensive Pick: Regal-Beloit Corporation (RBC)
During times of stock market turmoil, similar to what we’ve experienced for some time now, investors will often seek to choose investment opportunities based upon the metrics described by Benjamin Graham as “defensive picks.” Read more...
Using the Aggregated Portfolio to Find the Top Guru-Held Global Banks of Q2
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see financial industry and the global banks which are held by the most gurus. The following five global banking companies are held by the largest number of gurus. Read more...
Top Third Quarter Guru-Held Energy Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which energy companies were held by the highest number of gurus. The following five companies come from a energy sector of the market and are held by the largest number of gurus. Read more...
Deep Value Investor James Barrow Unloads Six
In the recent portfolio update of Guru James Barrow, executive director of Barrow, Hanley, Mewhinney & Strauss of Dallas, Texas, GuruFocus research shows 159 stocks, seven of them new, with a total value of $5.55 billion and a quarter-over-quarter turnover of 6%. GuruFocus research also shows that James Barrow sold out large holdings in six companies in the first quarter of 2013. Read more...
Weekly Top CFO Buys: TRST, SIBC, DLIA, MEI, JCS
According to GuruFocus Insider Data, these are the largest CFO buys during the past week: TrustCo Bank Corp. NY (TRST), State Investors Bancorp Inc. (SIBC), dELIA*s Inc. (DLIA), Methode Electronics Inc. (MEI) and Communications Systems Inc. (JCS). Read more...
» More James Barrow Articles

Commentaries and Stories

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Rating: 4.5/5 (2 votes)

American Express: A Bargain at Current Prices? Chris Davis,James Barrow - American Express: A Bargain At Current Prices?
It’s one of the financial giants, an iconic brand known worldwide. So why did American Express Credit Corporation (AXP) recently find itself on the Guru Bargains list, and is it a bargain today? More...

CREDIT SERVICES, FINANCIAL, PAYMENTS, LONG, American Express


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Growing & Undervalued : Helmerich & Payne Inc.
From my watch list, let’s have a view of Helmerich & Payne Inc (HP), that looks undervalued based on the Peter Lynch Price Value and with an EBITDA that is growing year by year. More...

STOCKS, INVESTMENT


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Target Bouncing Back From Security Breach Charles Brandes,James Barrow - Target Bouncing Back From Security Breach
Nearly a year after its infamous security breach, Minneapolis-based Target (TGT) was showing signs of bouncing back. But now, more than a year later, there seems to be no doubt of it. Happy days are here again. More...

Target


  • Currently 3.00/5

Rating: 3.0/5 (1 vote)

Analyzing James Barrow's Top Holdings: Pfizer Inc.
James Barrow (Trades, Portfolio) is executive director of Dallas-based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. For the 10-year period ended 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns. The firm invest in equities with below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields. More...

LONG, PHARMACEUTICALS, Pfizer, James Barrow


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Mattel Is losing Ground Due to New Trends and Higher Competition
In this article, let's take a look at Mattel Inc.(MAT), a $7.65 billion market cap toy company whose successful brands and products include Barbie dolls, Fisher-Price toys, American Girl dolls and books and Hot Wheels. More...

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This Bank Will Return $2.35 Billion to its Investors
In this article, let's take a look at State Street Corporation (STT), a $31.43 billion market cap company, which provides a range of financial products and services to institutional investors worldwide. More...

State Street, Banks, Financials


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

5-year lows: Resource Capital Corp, San Juan Basin Royalty, Walter Investment Management Corp, and Park Electrochemical Corp.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Resource Capital Corp, San Juan Basin Royalty, Walter Investment Management Corp, and Park Electrochemical Corp. More...

  • Currently 0.00/5

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FMC Corp. Hikes Shareholders Dividends
In this article, let's take a look at FMC Corp. (FMC), a $8.43 billion market cap company, which is a diversified chemical company that provides solutions, applications, and products for the agricultural, consumer, and industrial markets in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific. More...

CHEMICAL, STOCK, DIVIDEND


  • Currently 0.00/5

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Abner Herrman's Top Three Holdings
In recent days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Abner Herrman & Brock LLC, which provides portfolio management for high net worth individuals, endowments, and corporate retirement plans. More...

  • Currently 3.50/5

Rating: 3.5/5 (2 votes)

David Dreman bets on Barnes Group Inc.
David Dreman (Trades, Portfolio) is the founder and chairman of Dreman Value Management, LLC and also serves as the firm's chief investment officer. A regular columnist for Forbes for 25 years, Mr. Dreman's recent best-selling book, "Contrarian Investment Strategies: The Next Generation?" was published in the spring of 1998. Three years back, in 2012, he published his last book, “Contrarian Investment Strategies: The Psychological Edge." More...

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Guru Stocks at 52-Week Lows: HSBC, AXP, RL, SNI, CNP
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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Fourth Quarter Was Barrow's Slowest Since 2012 James Barrow - Fourth Quarter Was Barrow's Slowest Since 2012
Guru James Barrow (Trades, Portfolio), executive director of Dallas-based investment firm Barrow, Hanley, Mewhinney & Strauss and lead portfolio manager for the Vanguard Windsor II and Selected Value Funds, wasn’t as busy in the fourth quarter as he was in the third quarter. More...

James Barrow


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Investing in a Stock Paying Relatively High Dividends
In this article, let's take a look at Xcel Energy Inc. (XEL), a $19.09 billion market cap company that offers energy-related products and services to 3.4 million electricity customers and 1.9 million natural gas customers in eight western and midwestern states. More...

Xcel Energy


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A Profitable Investment for James Barrow – ITW and the P/E Valuation Method
Being a company with only a 2-Star Business Predictability rank, such as Illinois Tool Works Inc. (ITW), might make a valuation method based on earnings difficult. Due to accounting allowances or "one time" charges, this manufacturer of industrial products and equipment might be difficult to value using the P/E ratio. More...

MARGIN OF SAFETY, P/E RATIO, P/E, P/S


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James Barrow Wheels and Deals in Third Quarter James Barrow - James Barrow Wheels And Deals In Third Quarter
James Barrow (Trades, Portfolio), executive director of Dallas-based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds, was busy in the third quarter, investing in 20 stocks and selling holdings in 23 others. More...

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Weekly Guru Bargains Highlights: PBR, DB, EC, BHI
According to GuruFocus updates, these stocks have declined the most since Gurus have bought them. More...

Petroleo Brasileiro, Bestinfond, Deutsche Bank, Mario Gabelli, Ecopetrol, James Barrow, Baker Hughes, John Hussman,


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Having a Bullish Sentiment on The Gap
Apparel brands are increasing their focus on new product lines, e-commerce, investments in company-owned retail, as well as international expansion. In this article, let's take a look at one apparel retailer in a better consumer spending environment in most major markets. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

AT&T: A Long-Term Growth Company James Barrow,Jim Simons - AT&T: A Long-Term Growth Company
In this article, let's take a look at AT&T Inc. (T), a $173.99 billion market cap company, which is America’s second-biggest supplier of both mobile phone and fixed-line broadband services. More...

AT&T, Cell phone, Long, Sprint, T-Mobile, Verizon


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Ford Continues to be Attractive
In this article, let's take a look at Ford Motor Co. (F), the second-largest U.S. producer of cars and trucks, which is immersed in a highly cyclical industry. Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. More...

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Philip Morris Plans to Expand in Emerging Markets
In this article let's take a look at Philip Morris International Inc. (PM), the global tobacco giant that sells cigarettes in over 200 countries, which manufactures and markets the number one cigarette brand: Marlboro. More...

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