FEATURED

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).

marten

Recent Posts

Raiffeisen Bank International: Best Structured Products Bank CEE 2025

Raiffeisen Bank International (RBI) has demonstrated consistent leadership and innovation in the structured products landscape…

4 days ago

IBM: Superior Shareholder Engagement United States 2025

IBM has built a long-standing reputation for its strong governance framework and transparent communication with…

2 weeks ago

IDFC First Bank: Best Digital Bank India 2025

IDFC FIRST Bank has redefined digital banking in India by blending advanced technologies with a…

4 weeks ago

ABN AMRO MeesPierson: Innovator in Entrepreneurial Wealth Strategy Excellence Belgium 2025

ABN AMRO MeesPierson demonstrates a forward-thinking and holistic approach to private banking, placing the needs…

1 month ago

SegurCaixa Adeslas: Best Insurer Spain 2025

SegurCaixa Adeslas has demonstrated exceptional resilience and strategic focus in a year marked by global…

1 month ago

Berenberg: Best Strategic Asset Allocation & Asset Liability Management Team Germany & Austria 2025

Berenberg, Germany’s oldest privately owned bank, has cultivated a legacy of excellence in strategic investment…

1 month ago