James Barrow

Last Update: 02-04-2016

Number of Stocks: 322
Number of New Stocks: 36

Total Value: $67,115 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 (%)
2015-3.81.19-5.0
20146.3613.69-7.3
201342.0432.399.7
3-Year Cumulative45.3 (13.3%/year)52.3 (15.1%/year)-7 (-1.8%/year)
201215.2516-0.8
20110.822.11-1.3
5-Year Cumulative68.9 (11%/year)80.4 (12.5%/year)-11.5 (-1.5%/year)
201019.4415.064.4
200936.2626.469.8
2008-35.49-371.5
2007-0.235.49-5.7
20067.9515.79-7.8
10-Year Cumulative90.9 (6.7%/year)102 (7.3%/year)-11.1 (-0.6%/year)
20051.524.91-3.4
200411.8610.881.0
200315.2128.68-13.5
20025.13-22.127.2
20017.91-11.8919.8
15-Year Cumulative183.4 (7.2%/year)107.5 (5%/year)75.9 (2.2%/year)
20005.75-9.114.9
19990.3721.04-20.7
199817.5128.58-11.1
1997-6.5833.36-39.9

Top Ranked Articles

James Barrow's Top 4th Quarter Bets Guru's largest investment is insurance broker Willis Tower Watson
James Barrow (Trades, Portfolio) is the executive director of Dallas-based investment firm Barrow, Hanley, Mewhinney & Strauss, and is the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. The following stocks were his new buys during the fourth quarter.  Read more...
Barrow Slashes Stake in Walmart by 72% Guru reduced 140 stakes in his portfolio in 4th quarter
James Barrow (Trades, Portfolio), executive director of investment firm Barrow, Hanley, Mewhinney & Strauss and the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds, reduced 140 stakes in his portfolio in the fourth quarter. Most – but not all – of the reductions were modest. Read more...
Gurus Are Buying These High-Yield Stocks Anheuser-Busch has 3.4% dividend yield and is held by 6 gurus
The following are companies with high and growing dividend yields that gurus are buying according to GuruFocus' All-in-One Screener. Read more...
Examining JPMorgan's Valuation The bank stock is trading at a discount of 33%
JPMorgan Chase & Co. (NYSE:JPM) is a $234.5 billion market cap company. JPM is set to announce its Q4 earnings on Jan.14 before the market opens. According to the below chart, since the beginning of the January 2015, JPM has outperformed the financial sector and its peers. The stock has dropped by 2.72% since the beginning of the last year. Read more...
Mariko Gordon's Largest Cuts During the 3rd Quarter Her most noteworthy reductions were Texas Capital, Insulet, Rogers
Mariko Gordon (Trades, Portfolio), CFA, reduced 10 of her existing stakes by more than 20% in the third quarter. Read more...
» More James Barrow Articles

Commentaries and Stories

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James Barrow's Top 4th Quarter Bets Guru's largest investment is insurance broker Willis Tower Watson James Barrow - James Barrow's Top 4th Quarter Bets
James Barrow (Trades, Portfolio) is the executive director of Dallas-based investment firm Barrow, Hanley, Mewhinney & Strauss, and is the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. The following stocks were his new buys during the fourth quarter.  More...

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Barrow Slashes Stake in Walmart by 72% Guru reduced 140 stakes in his portfolio in 4th quarter James Barrow - Barrow Slashes Stake In Walmart By 72%
James Barrow (Trades, Portfolio), executive director of investment firm Barrow, Hanley, Mewhinney & Strauss and the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds, reduced 140 stakes in his portfolio in the fourth quarter. Most – but not all – of the reductions were modest. More...

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Still a Guru Favorite Bank of America beat earnings estimates and is still held by 20-plus gurus Dodge & Cox,James Barrow,Bruce Berkowitz,HOTCHKIS  - Still A Guru Favorite
Are the gurus right about Bank of America (NYSE:BAC)? More...

BANKS, FINANCIALS


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Gurus Are Buying These High-Yield Stocks Anheuser-Busch has 3.4% dividend yield and is held by 6 gurus James Barrow,Ken Fisher - Gurus Are Buying These High-Yield Stocks
The following are companies with high and growing dividend yields that gurus are buying according to GuruFocus' All-in-One Screener. More...

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Examining JPMorgan's Valuation The bank stock is trading at a discount of 33% James Barrow - Examining JPMorgan's Valuation
JPMorgan Chase & Co. (NYSE:JPM) is a $234.5 billion market cap company. JPM is set to announce its Q4 earnings on Jan.14 before the market opens. According to the below chart, since the beginning of the January 2015, JPM has outperformed the financial sector and its peers. The stock has dropped by 2.72% since the beginning of the last year. More...

LONG


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Mariko Gordon's Largest Cuts During the 3rd Quarter Her most noteworthy reductions were Texas Capital, Insulet, Rogers Mariko Gordon,James Barrow,John Keeley,Ken Fisher, - Mariko Gordon's Largest Cuts During The 3rd Quarter
Mariko Gordon (Trades, Portfolio), CFA, reduced 10 of her existing stakes by more than 20% in the third quarter. More...

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United Technologies and IBM Have New Positions in James Barrow's Portfolio Guru also makes Flow International, Tyco International and Tutor Perini new buys in 3rd quarter James Barrow,Jeremy Grantham,Charles de Vaulx,T Ro - United Technologies And IBM Have New Positions In James Barrow's Portfolio
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. Barrow Hanley currently serves as a sub-adviser to more than 45 equity and fixed income mutual funds. More...

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James Barrow Acquires Nearly 13 Million Shares of United Technologies Guru adds to stakes in Air Products & Chemicals and Whirlpool, trims stakes in Target and Microsoft James Barrow - James Barrow Acquires Nearly 13 Million Shares Of United Technologies
Guru James Barrow (Trades, Portfolio) is executive director for Dallas’ Barrow, Hanley, Mewhinney & Strauss and lead portfolio manager for Vanguard Windsor II and Selected Value Funds, which registered returns exceeding 42% in 2013. His third-quarter transactions tend to reflect Barrow, Hanley, Mewhinney & Strauss’ definition of value: Below-market price-to-earnings ratios, below-market price-to-book ratios and above-market dividend yields, regardless of market conditions. More...

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Stakes Chris Davis Sold Out During the 3rd Quarter Guru sold Corporate Office Properties, NetEase and General Growth Properties Chris Davis,James Barrow,Ken Fisher,Paul Tudor Jon - Stakes Chris Davis Sold Out During The 3rd Quarter
Davis Advisors Fund is an independent, employee-owned investment management firm founded in 1969. Chris Davis (Trades, Portfolio) is the portfolio manager of Davis Financial Fund, which has successfully managed money through many environments – including periods of inflation, recession, rising and falling energy prices, rising and falling interest rates and bull and bear markets. Following are its largest sales during the third quarter. More...

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Joy Global Is Beaten Down But Not Out Down 63%, JOY is a bargain at the current price James Barrow, Brian Rogers - Joy Global Is Beaten Down But Not Out
Joy Global (NYSE:JOY) is a leading equipment maker for the extraction of coal and other minerals and ores. Two guru investors own big positions in JOY — James Barrow (Trades, Portfolio) with a 10.44% stake and Brian Rogers (Trades, Portfolio) with 3.33%. More...

EQUIPMENT, MACHINERY


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Gap Inc. Has 50% Upside Potential Gap's shares are down 35% on the year, giving investors an opportunity to buy in below fair value Edward Lampert,James Barrow,Joel Greenblatt,Bill A - Gap Inc. Has 50% Upside Potential
Gap Inc. (NYSE:GPS), the iconic American brand, has experienced a very rough patch in 2015, starting the year at $42 and currently trading down 35%, under $27 per share. More...

RETAIL, APPAREL


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Pioneer Investments Buys JPMorgan, Sells Out Lorillard Reynolds American, Ross Stores, ConocoPhillips among its largest trades during the second quarter James Barrow,Pioneer Investments - Pioneer Investments Buys JPMorgan, Sells Out Lorillard
Pioneer Investments operates in a wide investment range and manages a portfolio composed of 567 stocks with a total value of $26,705 million. The following are its largest trades during the third quarter. More...

Pioneer Investments,JPMorgan,Lorillard,Reynolds American,Ross Stores,ConocoPhillips


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A Look at JPMorgan's Valuation The stock is trading at a discount of 27.6% James Barrow - A Look At JPMorgan's Valuation
JPMorgan Chase & Co. (NYSE:JPM) is a $228.99 billion market cap company. JPM is set to announce its Q3 earnings on Oct. 13 after the market close. According to the below chart, since the beginning of the January, JPM has outperformed the financial sector and its peers. The stock has dropped by -1.04% since the beginning of the year. More...

LONG


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Sarah Ketterer Sells Out Six Stakes in Second Quarter PNC Financial Services, Apollo Group among the stakes she sold Sarah Ketterer,James Barrow,Brian Rogers,Richard P - Sarah Ketterer Sells Out Six Stakes In Second Quarter
Sarah Ketterer is the chief executive officer of Causeway, an employee-owned investment management firm based in Los Angeles, specializing in managing global, international, emerging market and absolute return equities. The company invests in major equity markets across the globe, spanning the U.S., international and emerging markets, and obtains long and short exposures to securities. Ketterer worked for the Hotchkis and Wiley division of Merrill Lynch Investment Managers ("HW-MLIM") and in Causeway she is responsible for investment research in global financials and healthcare. More...

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James Barrow's Undervalued Stocks Trading With Low P/E DCF calculator identifies top five options James Barrow,Chuck Royce,John Keeley,Richard Snow, - James Barrow's Undervalued Stocks Trading With Low P/E
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. He graduated from the University of South Carolina. For the 10-year period ended March 31, 2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns. He manages a portfolio comprised of 324 stocks with a total value of $73,425 million. The following are the top five stocks trading with the highest margin of safety and at very cheap P/E ratio. More...

P/E,


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Five-Year Lows: Superior Energy Services, Corporate Office Properties Trust, Allegheny Technologies, Joy Global A weekly roundup of stocks that have reached their historical low prices James Barrow,Joel Greenblatt - Five-Year Lows: Superior Energy Services, Corporate Office Properties Trust, Allegheny Technologies, Joy Global
According to GuruFocus list of five-year lows, these Guru stocks have reached their five-year lows: Superior Energy Services, Corporate Office Properties Trust, Allegheny Technologies, and Joy Global. More...

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Madison Street Partners Buys Citigroup and Morgan Stanley Hedge fund acquires 20 new stocks in second quarter James Barrow,HOTCHKIS & WILEY,Ken Fisher,Richard P - Madison Street Partners Buys Citigroup And Morgan Stanley
Madison Street Partners LLC is a hedge fund based in Colorado founded by Steven Owsley in 2004. Its portfolio reported a total value of its portfolio of $74 million, with a decrease of 24% since the previous quarter. During 2015, Q2, it bought 20 new stocks and increased four of its existing stakes. The following are the most heavily weighted buys during the quarter. More...

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Guru Stocks at 52-Week Lows: HSBC Holdings, Unilever, Banco Santander, Duke Energy, Itau Unibanco These stocks recently reached their 52-week lows
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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Smith Hayes Advisers Buys Visa, JP Morgan
At the end of the second quarter of 2015, the hedge fund Smith Hayes Advisers reported a total value of its portfolio of $505.6 million, which increased by 0.51% over the previous quarter. More...

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G&K Services: A Continuous Dividend Hike with Little Bottom Line
G&K Services Inc. (NASDAQ:GK) hiked its quarterly dividend to $0.37 from $0.31 a share. The stock yields 2.1% if the share price stays at current levels, and it is close to the highest dividend yield of 2.25%. More...

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