Barrow Hanley launches US Mid Cap Value Equity Fund to UK market

US-based investment manager Barrow Hanley has announced the launch its US Mid Cap Value Equity Fund to the UK market.

The firm said the move aimed to provide UK investors with access to its mid cap value investment strategy, which has “consistently delivered superior risk-adjusted returns”.

The Barrow Hanley US Mid Cap Value Equity Fund focuses on mid-sized companies that it sees as offering a combination of growth potential and lower volatility compared to smaller companies.

It seeks to exploit market inefficiencies by using a disciplined, value-centric investment process.

Managed by a team of experienced investment professionals, the fund aims to outperform the Russell Mid Cap Value Index over a full market cycle by maintaining a high active share and focusing on securities with attractive valuations and improving fundamentals.

Commenting on the announcement, Barrow Hanley head of US equities and portfolio manager, Mark Giambrone, said: "We are excited to bring our US Mid Cap Value Equity Fund to the UK market.

“Our strategy is built on a foundation of rigorous fundamental research and a commitment to identifying undervalued companies with strong potential for growth.

“We believe that mid cap stocks offer a unique 'sweet spot' in terms of risk and return, and we look forward to helping UK investors achieve their financial goals through this fund."

Perpetual head of international distribution, Warren Tonkinson, added: "Through our established distribution presence in the UK, we are delighted to introduce Barrow Hanley, one of the few remaining firms dedicated exclusively to value investing, and their US Mid Cap Value Equity Fund to this region.

“Our team is committed to providing UK investors with access to our value-driven investment solutions. This fund is designed to offer diversification and attractive risk-adjusted returns offering investors a greater ability to emerge from significant market downturns stronger."



Share Story:

Recent Stories



FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.