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A singular focus on global value

A singular focus on global value

Discover Barrow Hanley's proven investment approach

Speak to a Perpetual account manager
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A global value fund that aims to provide investors with long-term capital growth through investment in quality global shares.

Why global value?

  • As an investment style, ‘Value’ can be broadly defined as buying shares in companies that trade at a discount to the asset manager’s estimate of the company’s fair value.
  • Growth managers typically invest in companies that demonstrate signs of capital appreciation, even if the share price appears expensive.
  • Value managers, however, focus on earnings and price, seeking to buy shares they believe are trading at a significant discount to their fair value. In other words, Value managers specialise in picking companies they believe are undervalued.

Why global value now?

  • Growth investing has outperformed Value over the last decade as measured by the MSCI World style indices, due to low inflation, low rates and the availability of cheap money.
  • However, in recent years we have seen high rates, higher inflation and economic slowdown work in favour of value investing.
  • Despite the popularity of growth stocks and the hopeful valuations applied to them, Value managers believe earnings and dividends are the path to sustainable, long-term returns.

Barrow Hanley – a singular focus on global value

Barrow Hanley is a global leader in value investing, managing assets for clients for more than 40 years. Part of the Perpetual Group, the company partners with clients around the world to provide attentive service, insightful perspectives, and competitive returns. It utilises a consistent, repeatable investment process, to identify companies across the globe and market cap spectrum seeking to exploit inefficiencies. 

The Barrow Hanley Global Share Fund has an unquoted unit class or an ASX quoted unit class.

Barrow Hanley Global Share Fund

A global value fund that aims to provide investors with long-term capital growth through investment in quality global shares. 

A smoother ride for investors

Consistent and robust investment process

Best ideas portfolio

Deep investment experience

A smoother ride for investors

Portfolio consists of offense and defense seeking to participate in up markets and protect in down markets.

Consistent and robust investment process

Valuation centric, bottom-up investment process dedicated to exploit market inefficiencies & manage risk.

Best ideas portfolio

Consisting of companies around the globe, diversified across securities, regions and sectors.

Deep investment experience

The team has an average of 20 years’ investment experience through multiple market cycles.

Cory Martin's Global Outlook

In this video interview, Cory Martin, CEO and Global Equity Portfolio Manager at Barrow Hanley, provides an outlook for both value investing and active management in the current environment and how to maintain a disciplined investment process in the face of dominant macro themes.

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An introduction to Barrow Hanley

For 43 years, US based Barrow Hanley has been a global leader in value investing, their investment universe covers companies across North America, Europe, Asia, Australia and Africa. A long-term value investor, Barrow Hanley has stable leadership, a strong investment centric culture and depth of experience in periods of heightened volatility and uncertainty.

Read more.

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Meet the team

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Brad Kinkelaar
Senior Managing Director, Equity Portfolio Manager
28 years of Industry Experience
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David Ganucheau
Senior Managing Director, Equity Portfolio Manager / Analyst
28 years of Industry Experience
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Cory Martin
Chief Executive Officer / Executive Director, Equity Portfolio Manager
34 years of industry experience.
Brad Kinkelaar
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Brad Kinkelaar

Senior Managing Director, Equity Portfolio Manager 28 years of Industry Experience
Bio

Brad Kinkelaar joined Barrow Hanley in 2017. He previously served as an equity portfolio manager and head of dividend strategies at Pacific Investment Management Company (PIMCO). During his investment career, Brad Kinkelaar served as a managing director and equity portfolio manager at Thornburg Investment Management and as an equity analyst at State Farm Insurance Companies. Brad Kinkelaar earned a BS in Management and Marketing from Eastern Illinois University, where he graduated cum laude. He received an MBA in Finance from the Kellogg School of Management at Northwestern University.

David Ganucheau
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David Ganucheau

Senior Managing Director, Equity Portfolio Manager / Analyst 28 years of Industry Experience
Bio

David Ganucheau joined Barrow Hanley in 2004 from Clover Partners, LP, where he served on the management team for several funds, including a financial sector fund. Prior to his tenure at Clover Partners, Mr. Ganucheau served as securities analyst at GSB Investment Management, where he began career in the investment management industry. Mr. Ganucheau graduated from Southern Methodist University with a BBA in Accounting and is a CFA charterholder.

Cory Martin
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Cory Martin

Chief Executive Officer / Executive Director, Equity Portfolio Manager 34 years of industry experience.
Bio

Cory Martin joined Barrow Hanley in 1999. During his tenure at Barrow Hanley, he has been instrumental in the creation, development, and implementation of our Non-U.S. Value, Global Value, and Emerging Markets Equity strategies. In 2017, Mr. Martin was named Barrow Hanley’s Executive Director and in 2019 he was named Chief Executive Officer and is responsible for the day-to-day management of the firm. Prior to joining Barrow Hanley, Cory Martin served as a vice president at Templeton Investment Counsel, Inc. in Fort Lauderdale, Florida. His career in the investment management industry includes serving as an institutional investment consultant at LCG Associates, Inc. Mr. Martin is a member of the CFA Society in Dallas-Fort Worth . He graduated from Baylor University.

How to invest

Online application for investors Apply now
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Download the application form Download

The Barrow Hanley Global Share Fund has an unquoted unit class or an ASX quoted unit class.

The unquoted unit class, or managed fund, is highly rated by research houses and available on 20 investment platforms.

Fundamentals of ETMFs Download
A closer look: investing in active ETFs Download
Frequently asked questions Learn more

The Barrow Hanley Global Share Fund has an unquoted unit class or an ASX quoted unit class.

GLOB is a unit class in the Barrow ­­Hanley Global Share Fund that is quoted and traded on the ASX as an Exchange Traded Managed Fund (ETMF). 

ETMFs trade, clear and settle in the same way as ASX-listed shares. Investors do not need to complete an application form or withdrawal form. Perpetual does not require an investor to apply for a minimum number of units or dollar amount in GLOB.

Contact or access your ASX stockbroker (full service or online) to place a buy order for the ETMF.

Content Advisory

Content Advisory

This information is intended for professional investors such as financial advisers.

It is not suitable for retail investors, as defined by the Corporations Act.

I acknowledge Go to home page

This information has been published 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) and 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 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 (Representative number 001283250) under its Australian Financial Services Licence.

It is general information only and 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 product disclosure statement (PDS) for the Barrow Hanley Global Share Fund, issued by PIML, should be considered before deciding whether to acquire or hold units in the fund. The PDS, including for the Active ETF, issued by PIML, and each of the Active ETF’s other periodic and continuous disclosure announcements lodged with the ASX, should be considered before deciding whether to acquire or hold units the ETMF Active ETF. The respective PDS and Target Market Determination for the Fund and Active ETF, issued by PIML, can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au.

Neither PIML, Barrow Hanley nor any company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and 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. Past performance is not indicative of future performance.

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