Valuation centric
We believe in the long-term advantages of value investing and thoughtfully construct portfolios with an asymmetric risk-return profile to deliver competitive results.
As a global leader in value investing, we seek to meet client objectives by maintaining a long-term focus on mispriced opportunities to deliver competitive investment results.
Investment experience since 1996
Brad 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, he served as a managing director and equity portfolio manager at Thornburg Investment Management and as an equity analyst at State Farm Insurance Companies.
Brad 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.
Investment experience since 1990
Cory 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, he 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, he 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.
Cory is a member of the CFA Society in Dallas-Fort Worth. He graduated from Baylor University.
Investment experience since 1996
David 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, he served as securities analyst at GSB Investment Management, where he began career in the investment management industry.
David graduated from Southern Methodist University with a BBA in Accounting and is a CFA charterholder.
Investment experience since 1992
Mark joined Barrow Hanley in 1999. Prior to joining Barrow Hanley, he served as a portfolio consultant at HOLT Value Associates. During his career, he has also served as a senior auditor/tax specialist for KPMG Peat Marwick and Ernst & Young Kenneth Leventhal.
Mark graduated summa cum laude from Indiana University with a BS in Business and received an MBA from the University of Chicago.
Investment experience since 2005
Terry joined Barrow Hanley in 2010. During his investment career, he served as a senior portfolio analyst at Highland Capital Management, LP and as a financial analyst at Houlihan, Lokey, Howard & Zukin, Inc.
Terry graduated from Texas A&M University, where he earned his BBA in Finance, magna cum laude.
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