Barrow, Hanley, Mewhinney & Strauss

Last Update: 08-14-2018

Number of Stocks: 420
Number of New Stocks: 38

Total Value: $62,068 Mil
Q/Q Turnover: 8%

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
201616.3411.994.4
2015-3.81.24-5.0
3-Year Cumulative33.8 (10.2%/year)38 (11.3%/year)-4.2 (-1.1%/year)
20146.3613.47-7.1
201342.0432.39.7
5-Year Cumulative102.1 (15.1%/year)107.2 (15.7%/year)-5.1 (-0.6%/year)
201215.2515.99-0.7
20110.821.9-1.1
201019.4415.054.4
200936.2626.359.9
2008-35.49-36.791.3
10-Year Cumulative146.5 (9.4%/year)125 (8.4%/year)21.5 (1%/year)
2007-0.235.14-5.4
20067.9515.85-7.9
20051.524.83-3.3
200411.8610.71.2
200315.2128.19-13.0
15-Year Cumulative247.4 (8.7%/year)307.7 (9.8%/year)-60.3 (-1.1%/year)
20025.13-21.5826.7
20017.91-11.7619.7
20005.75-9.7515.5
19990.3720.4-20.0
199817.5128.7-11.2
20-Year Cumulative391.5 (8.3%/year)294.5 (7.1%/year)97 (1.2%/year)
1997-6.5833.47-40.1

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