The Perpetual Global Share Fund has been issued a “4 IP” rating by Research IP, with a score of 3.80/5.(now referred to directly as the Barrow Hanley Global Share Fund)
The Perpetual Global Share Fund (“the Fund”) aims to provide investors with long-term capital growth through investment in quality global shares.
Perpetual Investment Management Limited has appointed specialist investment manager Barrow, Hanley, Mewhinney & Strauss, LLC (‘Barrow Hanley’) to manage the Perpetual Wholesale Global Share 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.
What is the Fund’s competitive advantage?
Qualitative Research Report and Data Tear Sheet
Research IP says
“Fundamental research is at the core of investment decisions. Ongoing assessment of risk and the probabilities of different scenarios playing out play an important role in how the Manager expects to outperform the objective over the long term. The Manager aims to price risk appropriately and ensure that no excessive risks are taken on any one sector or stock.“
“Sole focus in the equity space is value investing. The Manager has developed a repeatable investment process since 1979. The Manager has been persistent and over time has developed a lengthy institutional memory. A stable process gives clients stability in their expectations of how the strategy fits within their own portfolios.“
“Research IP believes the Manager has a strong platform to enable consistent analysis of fundamentals. It is a measured approach with evidence of their focus on risk characteristics at the stock level. The Manager demonstrates their commitment to fundamental analysis through the large number of staff in research, analyst, and portfolio manager roles (38 within equity management, including 21 CFA charterholders).”
Research IP, 1 September 2021
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Disclaimer, Disclosures and Warnings
Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement. Research IP gives no warranty of accuracy or completeness of information in this document. Any information, opinions, views or recommendations are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute financial advice. This document should not be relied upon as a substitute for financial advice from your financial adviser.