Barrow Hanley manages investment portfolios for institutional investors, mutual funds, and other clients, offering both discretionary and non-discretionary services. The firm's investment strategies are based on value investing and include global equities, various types of bonds, and interests in partnerships. Barrow Hanley's equity and fixed income portfolios are managed by teams of portfolio managers and analysts.
Fee Structure
Barrow Hanley charges an annual fee based on a percentage of the value of your portfolio. The exact percentage varies depending on the investment strategy and the amount you invest. The fee is generally paid monthly or quarterly. The firm may negotiate fees on a case-by-case basis, considering factors like the complexity of your situation and the amount of assets managed.