James Barrow

Last Update: 05-11-2015

Number of Stocks: 336
Number of New Stocks: 182

Total Value: $73,655 Mil
Q/Q Turnover: 5%

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 (NASDAQ:TRST), State Investors Bancorp Inc. (NASDAQ:SIBC), dELIA*s Inc. (DLIA), Methode Electronics Inc. (NYSE:MEI) and Communications Systems Inc. (NASDAQ:JCS). Read more...
» More James Barrow Articles

Commentaries and Stories

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Steven Romick's Undervalued Stocks Trading With Low P/E Ratio Steven Romick,James Barrow,First Pacific Advisors, - Steven Romick's Undervalued Stocks Trading With Low P/E Ratio
Steven Romick (Trades, Portfolio) is the portfolio manager of FPA Crescent Fund. As of Jan. 31, the fund has delivered more than 11% a year in average over the past 10 years. His fund has about $10 billion under management and the following are the stocks he owns that are trading with a very low P/E ratio and that are undervalued according to the DCF calculator. More...

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Why I Am Buying New York Community Bancorp Inc.
Continuing with my goal to build a portfolio of high-yield companies, last week I bought New York Community Bancorp Inc. (NYCB). More...

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Northstar Group Inc. Holdings bought JPMorgan and Microsoft in Q2 2015
At the end of the second quarter of 2015, the hedge fund Northstar Group Inc. Holdings reported a total value of its portfolio of $130,988,000 with an increase of 0.97% since the previous quarter. More...

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Risk And Reward With Seadrill Ltd
Seadrill Ltd (NYSE:SDRL) is an offshore, some would consider maverick, drilling contractor focused on unlocking oil and gas in the safest most efficient way. The company has the industry’s youngest and most advanced rig fleet to go along with 9,450 highly skilled employees. More...

ENERGY, OIL DRILLERS, RISK REWARD


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John Calamos Sr. of Calamos Asset Management Inc. Buys Nearly 40,000 Shares Of Company Stock
John Calamos Sr. (Insider Trades), chairman, CEO, global Co-CIO and 10% owner of Calamos Asset Management Inc. (CLMS), bought 39,538 shares of the company on July 9, 2015. The average price per share was $11.97, and the transaction total was $475,038. Calamos Asset Management Inc. is a diversified investment management firm with a market cap of 251.91 million and a P/S ratio of 1.01. More...

JOHN CALAMOS, INSIDER TRADES


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Paul Singer's undervalued stocks trading with low P/E ratio Paul Singer,James Barrow,Brian Rogers,Charles Bran - Paul Singer's Undervalued Stocks Trading With Low P/E Ratio
Paul Singer (Trades, Portfolio) founded Elliot Management in 1977 and now it manages more than $8,000 million in assets with about 60 stocks. Singer is well-known for taking an activist investor stance in underperforming companies, and for buying sovereign debt at a discount, including countries such as Peru, Democratic Republic of the Congo, and Argentina. More...

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Big Growth Potential For Golar LNG
Real Time Stock Picks at Guru Focus is interesting as it allows investors to track most recent Guru Picks and Golar LNG (NASDAQ:GLNG) has seen plenty of action from Gurus in 2015. In particular, James Barrow (Trades, Portfolio) increased his holding to 2,074,979 shares at an average price of $32.04 per share. With Golar LNG currently trading at $41.7, the benefit of tracking Gurus is evident. More...

LONG, ENERGY, OIL & GAS, LNG, VESSELS


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Southwest Airlines Looks Attractive Despite Recent Investigation
In this article, let's take a look at Southwest Airlines Co. (NYSE:LUV), a $21.73 billion market cap company, which is a major passenger airline that provides scheduled air transportation in the U.S. Some of the largest publically traded companies in the industry include Delta Air Lines (NYSE:DAL), United Continental Holdings (NYSE:UAL), US Airways Group (NYSE:LCC), JetBlue Airways (NASDAQ:JBLU), and SkyWest (NASDAQ:SKYW). More...

Southwest Airlines


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Five Stocks With Low P/E Gurus Are Buying (Part II)
With these articles, thanks to the All-In-One screener of GuruFocusI give a selection of stocks that are trading with a very low P/E(ttm) ratio and that are catching the attention of multiple Gurus. More...

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A Look at James Barrow's Investment in Pfizer James Barrow - A Look At James Barrow's Investment In Pfizer
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.The firm invest in equities with below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields. For the 10-year period ending 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns.  More...

LONG


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Weekly CEO Buys Highlight: TPC, GBDC, NUVA, TEGP, JOY
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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Alan Fournier's undervalued stocks trading at low P/E
Alan Fournier (Trades, Portfolio) is the manager of Pennant Master Fund, Pennant Windward Master Fund, Broadway Gate Master Fund, Ltd., and Pennant General Partner, LLC.He began his investment career at Sanford C. Bernstein in 1988 and in before he was the partner responsible for global equity investments at Appaloosa Management L.P. He manages a portfolio composed of 40 stocks with a total value of $5,338 Mil with 16% Q/Q Turnover. More...

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James Barrow increases his position in Johnson and Johnson
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 invests in equities with below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields. More...

LONG


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David Abrams Adds to Two Stakes and Buys One in First Quarter James Barrow,Paul Tudor Jones - David Abrams Adds To Two Stakes And Buys One In First Quarter
David Abrams (Trades, Portfolio) is the founder of Abrams Capital Management, which oversees nearly $8 billion in assets. Most of Abrams’ holdings are in banking, but his buys and adds in the first quarter were largely in communications. More...

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Analyzing James Barrow’s Holdings
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 invests in equities with below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields. According to James Barrow's latest 13F filing, he was holding 3,534,041 shares of Eaton Corporation (NYSE:ETN) as of March 31, 2015. The following chart shows his holding history in the company. More...

LONG, INDUSTRIALS, James Barrow


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James Barrow Buys Qualcomm, Deere & Co During Q1 James Barrow - James Barrow Buys Qualcomm, Deere & Co During Q1
During the first quarter, James Barrow (Trades, Portfolio) of Dallas-based investing firm Barrow, Hanley, Mewhinney & Strauss, added 182 new stocks to his portfolio. More...

JAMES BARROW, QUALCOMM, DEERE & CO


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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 (NYSE: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 (NYSE: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 (NYSE: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


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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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