Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss
Last update 2020-02-14 314 Stocks (52 new)
Value $31.24 Bil Turnover 3 %
Guru Portfolio Report Download

Barrow, Hanley, Mewhinney & Strauss 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.

Barrow, Hanley, Mewhinney & Strauss 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.
EMBED
EMBED

Performance of Vanguard Selected Value Fund

Year Return % S&P500 % Excess Gain %
2019 29.54 30.58 -1
2018 -19.73 -4.57 -15.2
2017 19.51 21.7 -2.2
3-Year Cumulative (2017-2019) 24.27 (7.51/Year) 51.65 (14.89/Year) -27.38 (-7.38/Year)
2016 16.34 12 4.3
2015 -3.8 1.24 -5
5-Year Cumulative (2015-2019) 39.08 (6.82/Year) 71.96 (11.45/Year) -32.86 (-4.61/Year)
2014 6.36 13.46 -7.1
2013 42.04 32.31 9.7
2012 15.25 15.99 -0.7
2011 0.82 1.9 -1.1
2010 19.44 15.05 4.4
10-Year Cumulative (2010-2019) 191.60 (11.30/Year) 251.03 (13.38/Year) -59.43 (-2.08/Year)
2009 36.26 26.35 9.9
2008 -35.49 -36.79 1.3
2007 -0.23 5.15 -5.4
2006 7.95 15.84 -7.9
2005 1.52 4.83 -3.3
15-Year Cumulative (2005-2019) 180.26 (7.11/Year) 257.98 (8.87/Year) -77.72 (-1.74/Year)
2004 11.86 10.7 1.2
2003 15.21 28.18 -13
2002 5.13 -21.58 26.7
2001 7.91 -11.76 19.7
2000 5.75 -9.75 15.5
20-Year Cumulative (2000-2019) 333.31 (7.61/Year) 217.22 (5.94/Year) 116.09 (1.67/Year)
1999 0.37 20.38 -20
1998 17.51 28.69 -11.2
1997 -6.58 33.49 -40.1

Commentaries and Stories

  • 1

Top Ranked Articles

  • 1