Barrow Hanley Global Share Fund – Research Report 2025

The Barrow Hanley Global Share Fund has been awarded a “4 IP” rating from Research IP with a score of 4.10/5.

The Barrow Hanley Global Share Fund aims to provide investors with long-term capital growth through investment in quality global shares. To outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.

Perpetual Investment Management Limited has appointed specialist investment manager Barrow, Hanley, Mewhinney & Strauss, LLC (‘Barrow Hanley’) to manage the Fund. Barrow Hanley strives to achieve the Fund’s investment objectives by adopting a value-oriented, bottom-up investment process focused on in-depth fundamental research to identify companies that trade below their intrinsic value for reasons that they can identify, believe are temporary and have a clearly identified path to achieving fair value.

Qualitative Research Report

Research IP says

The Barrow Hanley Global Share Fund has been awarded a “4 IP” rating from Research IP with a score of 4.10/5.

• Highly consistent value discipline: A traditional, clearly defined value philosophy applied since 1979, offering far greater style purity and consistency than many global value peers that drift towards GARP or quality growth.
• Deep and stable investment team: Portfolio managers with ~30 years’ experience and low turnover provide a level of stability and process continuity that stands out relative to peers.
• High-conviction, diversified value exposure: Balanced exposure across cyclical and defensive value
  differentiates the Fund from deep-value peers that are more volatile and from quality-value peers that lag in procyclical environments.
• Strong, repeatable process: Structured quantitative screening, rigorous fundamental work, explicit
  upside/downside modelling and strict sell discipline contribute to more reliable alpha generation.
• Robust governance and risk controls: Independent risk committee oversight, strict position and sector limits, and detailed trade governance place the process ahead of many competitors in discipline and accountability.
• Attractive long-term performance profile: Long-term excess returns, driven almost entirely by stock selection, compare favourably with global value peers.
• Scalable with stable flows: Well below capacity, supported by a long-standing institutional client base, reducing business and liquidity risks often present in peer funds.
• ESG integration stronger than typical value peers: Proprietary ESG scoring, specialist oversight and engaged ownership distinguish the Fund within its style cohort.
• Overall, the Fund ranks as a high-quality, deeply experienced and consistently executed global value strategy, offering strong process integrity and competitive long-term performance relative to peers.

Research IP, 22 December 2025

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