Barrow Hanley: Best Global Value Investment Partner United States 2025

CEO Cory Martin

Barrow Hanley is a traditional, research-driven value investment firm with a stable culture and a disciplined process spanning US large and mid cap, global all cap, non-US developed markets and emerging markets. It seeks high-quality companies at reasonable valuations with identifiable catalysts, robust free cash flow and prudent balance sheets, emphasising operating leverage and downside protection. The firm has demonstrated resilience through shifting cycles, maintaining valuation discipline while finding pragmatic ways to participate in structural themes such as data-centre infrastructure and defence. Portfolio construction is rigorous, with position sizing, profit-taking and risk controls designed to preserve alpha and temper volatility. Client alignment is central: Barrow Hanley offers customised solutions to accommodate benchmark sensitivities, capacity needs and ESG requirements, exemplified by a dedicated ESG mandate for a leading Nordic institution that has scaled to 1.3bn in roughly eighteen months. The firm’s global insights are informed by sector coverage and engagement with management teams, focusing on clear strategic plans, capital allocation discipline and multiple avenues for value realisation. Recent product development includes a UK UCITS mid-cap strategy attracting early interest, reflecting demand for active value expertise. In a regime of normalised inflation and interest rates, Barrow Hanley argues that valuation is a decisive driver of returns, and its five-year records across US and ex-US strategies are competitive against global market indices. The Capital Finance International (CFI.co) Judging Panel congratulates Barrow Hanley on winning the 2025 Best Global Value Investment Partner (United States).