Barrow Hanley Mewhinney & Strauss LLC

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Assets, Funds, Holdings

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Barrow Hanley Mewhinney & Strauss LLC
CRD #105519
SEC #801-31237
CIK #313028
AUM $76.5 BB (95% Disc, 87% US)
Employees96 (47% Investors, 0% Brokers)
Phone214-665-1900
Address2200 Ross Avenue, 31st Floor
Dallas, TX 75201-2761
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
WFC 226,380.0 1,790.5
JPM 341,670.0 1,749.2
JCI 32,880.0 1,541.9
BAC 279,520.0 1,539.8
PM 138,730.0 1,528.7
AXP 92,400.0 1,445.5
ORCL 188,990.0 1,441.7
UTX 108,590.0 1,426.8
PFE 230,400.0 1,404.7
DG 31,470.0 1,390.6
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Barrow Hanley Mewhinney & Strauss Emerging Markets Fund 2015-03-19external
10.2
9.5
Other Barrow Hanley Mewhinney & Strauss Bank Loan Fund 2009-12-11external
111.1
105.1
Other Barrow Hanley Mewhinney & Strauss Core Fixed Income Fund 2009-12-11external
111.1
92.1
Other Barrow Hanley Mewhinney & Strauss Diversified Large Cap Value Fund 2009-12-11external
25.2
27.9
Other Barrow Hanley Mewhinney & Strauss Diversified Small Cap Value Fund 2009-12-11external
5.0
6.8
Other Barrow Hanley Mewhinney & Strauss Non-US Value Fund 2009-12-11external
9.2
5.6
Other Barrow Hanley Mewhinney & Strauss High Yield Fixed Income Fund 2009-09-04external
96.7
93.2
Other Barrow Hanley Mewhinney & Strauss Large Cap Value Fund 2009-09-04external
277.7
171.8
Other Barrow Hanley Mewhinney & Strauss Global Value Fund
0.0
Other Barrow Hanley Mewhinney & Strauss Mid Cap Value Fund
0.0
View All
Limited Partners 2011 - 2019
Alaska Division of Retirement and Benefits
Minnesota State Board of Investment
New York City Employees' Retirement System
Teachers' Retirement System of the City of New York
Fund Directors # Filings # Firms 2011-2019
Linda Gibson 32 12
David Smith 32 11
Virginia Turner 36 8
Vincent Manning 30 8
Karen Kupferberg 27 8
Stephen Scott 27 8
Brian Dillon 27 8
Peter Rollins 27 8
Joan Gulinello 27 8
Robert McDorman Jr 27 8
Comparable Firms State AUM ($BB)
Fisher Asset Management LLC
WA
94.1
Legg Mason Private Portfolio Group LLC
NY
82.3
US Bancorp Asset Management Inc
MN
81.5
Income Research & Management
MA
71.9
Lazard Freres & Co LLC
NY
71.2
Miller Anderson & Sherrerd LLP
PA
71.0
Charles Schwab Investment Advisory Inc
CA
70.6
Schroder Investment Management North America Inc
NY
65.6
Mitchell Hutchins Asset Management Inc
NY
64.1
Sterling Capital Management LLC
NC
56.9