Barrow, Hanley, Mewhinney & Strauss

Last Update: 08-11-2017

Number of Stocks: 437
Number of New Stocks: 37

Total Value: $65,835 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 (%)
201616.3411.964.4
2015-3.81.38-5.2
20146.3613.69-7.3
3-Year Cumulative19 (6%/year)29 (8.9%/year)-10 (-2.9%/year)
201342.0432.399.7
201215.2516-0.8
5-Year Cumulative94.9 (14.3%/year)98.2 (14.7%/year)-3.3 (-0.4%/year)
20110.822.11-1.3
201019.4415.064.4
200936.2626.469.8
2008-35.49-371.5
2007-0.235.49-5.7
10-Year Cumulative105.8 (7.5%/year)95.7 (6.9%/year)10.1 (0.6%/year)
20067.9515.79-7.8
20051.524.91-3.4
200411.8610.881.0
200315.2128.68-13.5
20025.13-22.127.2
15-Year Cumulative205.6 (7.7%/year)164.2 (6.7%/year)41.4 (1%/year)
20017.91-11.8919.8
20005.75-9.114.9
19990.3721.04-20.7
199817.5128.58-11.1
1997-6.5833.36-39.9
20-Year Cumulative284.2 (7%/year)339.2 (7.7%/year)-55 (-0.7%/year)

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