| | | | | Dear voornaam, | | Value investing is where we see the greatest opportunities in global equities right now. | | That’s according to James Carpenter, client portfolio manager at global value investing leader Barrow Hanley. | | Barrow Hanley – now part of Australia’s Perpetual Group – is a Dallas-based asset manager with more than 40 years of experience in value-focused investment strategies. | | “Until a couple of years ago, not only was there a ten-year growth cycle, but it was also unprecedented,” Carpenter says. | | “It was maintained because there was plenty of easy money – low inflation, low rates, money sloshing around. Now you’ve got a completely different environment in which those long-duration, growth assets are up against higher interest rates – and cash flow projections are not looking as attractive.” | | Read more | |
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| | | | In this short webinar, Brad Kinkelaar and David Ganucheau, portfolio managers for Barrow Hanley Global Share Fund, delve into the resurgence of value in the market and examine the key drivers and opportunities facing global investors. | | CPD accreditation applies. | |
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| | | | A smoother ride for investors | | A portfolio that seeks to participate in up markets and protect in down markets |
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| | | | | Consistent and robust investment process | | Dedicated to exploit market inefficiencies and manage risk |
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| | | | | Best ideas portfolio | | Consisting of companies around the globe, diversified across securities, regions and sectors |
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| | | | | Deep investment experience | | An average of 20 years’ through multiple market cycles |
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| | Learn more | | Find out more about Barrow Hanley and the Barrow Hanley Global Share Fund | |
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| | | | Prepared by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426 (PIML), the responsible entity of the Barrow Hanley Global Share Fund ARSN 601 199 035 (Fund) & issuer of units in the Barrow Hanley Global Share Fund (Managed Fund) (Active ETF). Barrow, Hanley, Mewhinney & Strauss LLC (Barrow Hanley) is a 75% owned subsidiary of Perpetual Limited ABN 86 000 431 827 (Perpetual) and a related party of PIML. Perpetual Corporate Trust Limited (ABN 99 000 341 533, AFSL 392673) has appointed Barrow Hanley as its authorised representative (Rep no. 001283250) under its AFSL. | | It is general information only & is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The Fund’s PDS or the Active ETF’s PDS, including its other periodic & continuous disclosure announcements lodged with the ASX, should be considered before deciding whether to acquire or hold units in either the Fund or the Active ETF. The respective PDS & TMD for the Fund and Active ETF, issued by PIML, can be obtained by calling 1800 022 033 or visiting www.perpetual.com.au. | | Neither PIML, Barrow Hanley nor Perpetual or its subsidiaries guarantees the performance of, or any return on an investment made in the Fund or the Active ETF or the return of an investor’s capital. All investments carry risk, including loss of principal. |
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