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Barrow, Hanley, Mewhinney & Strauss, LLC

2200 Ross Avenue; 31st Floor
Dallas, Texas 75201-2761
United States
 
Contact :      Charlie Byrkit
Phone :       (214) 665-1900
Fax :             (214) 665-1933
Email :         marketing@barrowhanley.com
Web :           http://www.barrowhanley.com

Barrow, Hanley, Mewhinney & Strauss, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $51,664
Tax-Exempt Managed ($Mil) : $50,387
Taxable Assets Managed ($Mil) : $1,278
Year Founded : 1979
Wrap Programs Offered? : No
# of Accounts Managed : 343
In-House Research : 75 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Barrow, Hanley, Mewhinney & Strauss, LLC History

BHMS was founded in 1979 and we began managing large cap value equity assets for institutional clients in October of that same year. A value-oriented fixed income strategy was established in 1983. Over four decades, we have added a number of U.S. equity, non-U.S. equity, global equity, and U.S. fixed income investment strategies in response to client and prospective investor interest, all of which are based on the same value investment philosophy. Balanced management is also available utilizing any combination of equity and fixed income strategies. BHMS became an affiliate of United Asset Management Corporation in 1988, which was acquired by Old Mutual plc in 2000. BHMS converted from a C-corp to a Delaware LLC in 2010. In 2018, OMAM rebranded as BrightSphere Investment Group (NYSE: BSIG). Today, BHMS remains a majority-owned indirect subsidiary of BSIG, and the remaining interest in the firm is held by key employees. Throughout its history, BHMS has retained autonomy over its day-to-day business operations and investment processes.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
30
$1798.9
ERISA :
53
$12271.3
Unions, Taft-Hartley :
18
$1530.7
Public :
38
$11664.2
Others :
59
$24399.3
Total # of Professional : 67 Analysts : 22
Portfolio Managers : 23 Traders : 4
Client Service : 13 Operation : 7

Barrow, Hanley, Mewhinney & Strauss, LLC Personnel

Ms.  Elizabeth Collins

Client Contact
Tel : 214.665.1900
Email: ecollins@barrowhanley.com

Barrow, Hanley, Mewhinney & Strauss, LLC Product Name

Large Cap Value:Privately Managed Accounts
Core Fixed Income:Privately Managed Accounts
Small Cap Value Equity:Privately Managed Accounts
Short Maturity Fixed Income:Privately Managed Accounts
Mid Cap Value Equity:Privately Managed Accounts
Intermediate Fixed Income:Privately Managed Accounts
Core Plus Fixed Income:Privately Managed Accounts
Diversified Large Cap Value:Privately Managed Accounts
Long Credit Fixed Income:Privately Managed Accounts
Diversified Small Cap Value:Privately Managed Accounts
Non-U.S. Value Equity:Privately Managed Accounts
Investment Grade Credit Fixed Income:Privately Managed Accounts
Dividend Focused Value:Privately Managed Accounts
Report Created: January,29 2020.  Copyright Money Manager Review , All rights Reserved.
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