Barrow, Hanley, Mewhinney & Strauss

Last Update: 02-12-2018

Number of Stocks: 422
Number of New Stocks: 25

Total Value: $67,025 Mil
Q/Q Turnover: 4%

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

Barrow, Hanley, Mewhinney & Strauss' 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 (%)
201719.5121.71-2.2
201616.3411.964.4
2015-3.81.38-5.2
3-Year Cumulative33.8 (10.2%/year)38.1 (11.4%/year)-4.3 (-1.2%/year)
20146.3613.69-7.3
201342.0432.399.7
5-Year Cumulative102.1 (15.1%/year)107.9 (15.8%/year)-5.8 (-0.7%/year)
201215.2516-0.8
20110.822.11-1.3
201019.4415.064.4
200936.2626.469.8
2008-35.49-371.5
10-Year Cumulative146.5 (9.4%/year)125.8 (8.5%/year)20.7 (0.9%/year)
2007-0.235.49-5.7
20067.9515.79-7.8
20051.524.91-3.4
200411.8610.881.0
200315.2128.68-13.5
15-Year Cumulative247.4 (8.7%/year)312.8 (9.9%/year)-65.4 (-1.2%/year)
20025.13-22.127.2
20017.91-11.8919.8
20005.75-9.114.9
19990.3721.04-20.7
199817.5128.58-11.1
20-Year Cumulative391.5 (8.3%/year)300.8 (7.2%/year)90.7 (1.1%/year)
1997-6.5833.36-39.9

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