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 (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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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 (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 (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


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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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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


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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...

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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


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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...

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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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