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Barrow, Hanley, Mewhinney & Strauss, LLC

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

Barrow, Hanley, Mewhinney & Strauss, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $91,679
Tax-Exempt Managed ($Mil) : $90,577
Taxable Assets Managed ($Mil) : $1,102
Year Founded : 1979
Wrap Programs Offered? : No
# of Accounts Managed : 416
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

Barrow, Hanley, Mewhinney & Straucc, LLC (BHMS) was founded and registered with the SEC in July of 1979 to manage U.S. tax-exempt portfolios for institutional clients. We began managing large cap value equity assets in October of that same year. A value-oriented fixed income strategy was established in 1983, and we currently offer Core, Core Plus, Intermediate, Short Maturity, Investment Grade Credit, Intermediate Credit, Long Duration, and High Yield products, as well as special purpose portfolios. A Small Cap Value equity strategy was added in July of 1995, a Mid Cap Value strategy was established in March of 1999, and in 2000, we added the Diversified Large Cap Value and Dividend Focused Value strategies. We began managing Non-U.S. Value equity portfolios in 2006, and in 2010, we launched a Global Value Equity strategy. In 2012, we added an Emerging Markets Equity strategy. Balanced management is also available. In January of 1988, BHMS became an affiliate of United Asset Management Corporation (UAM), a Boston-based holding company, listed on the New York Stock Exchange. On October 5, 2000, UAM was acquired by Old Mutual plc, an international financial services group based in London. Subsequent to the acquisition, BHMS became a subsidiary of the Old Mutual Asset Management (OMAM (US)) group of companies, operating our business on an autonomous basis from our Dallas, Texas headquarters. In January 2010, BHMS, formerly a Nevada corporation, became a Delaware limited liability company. The LLC structure enables key BHMS employees to maintain significant economic ownership in BHMS. In 2014, Old Mutual plc conducted an initial public offering of OM Asset Management plc, its U.S. asset management business. OM Asset Management plc is a publically listed company traded on the New York Stock Exchange (Ticker symbol: OMAM) and remains a majority-owned subsidiary of Old Mutual plc.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
30
$1828.1
ERISA :
65
$14033.8
Unions, Taft-Hartley :
25
$1613.0
Public :
47
$12625.5
Others :
63
$60476.4
Total # of Professional : 65 Analysts : 25
Portfolio Managers : 16 Traders : 4
Client Service : 12 Operation : 7

Barrow, Hanley, Mewhinney & Strauss, LLC Personnel

Mr.  Robert Barkley

Client Contact
Tel : 214-665-1900
Email: market@barrowhanley.com

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: July,17 2018.  Copyright Money Manager Review , All rights Reserved.
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