Dallas-based Barrow Hanley has launched its US Mid Cap Value Equity fund in the UK.
The fund targets mid-sized US companies with below-market valuations, improving fundamentals and asymmetric return profiles. It is benchmark-agnostic, highly concentrated and constructed with high active share.
Barrow Hanley US Mid Cap Value aims to outperform the Russell Mid Cap Value index over a full market cycle. It maintains a consistent approach with virtually no style drift, focusing on exploiting inefficiencies in the less-covered mid-cap universe.
Its management team have extensive experience across market cycles and its approach emphasises disciplined stock selection and a valuation-centric philosophy.
Mark Giambrone, head of US equities and portfolio manager at Barrow Hanley, said: “Our strategy is built on a foundation of rigorous fundamental research and a commitment to identifying undervalued companies with strong potential for growth.
“We believe that mid cap stocks offer a unique 'sweet spot' in terms of risk and return and we look forward to helping UK investors achieve their financial goals through this fund.”
Barrow Hanley is a subsidiary of Perpetual Group. Warren Tonkinson, head of international distribution at Perpetual, noted the firm’s established UK presence and highlighted Barrow Hanley’s exclusive focus on value investing.
He said the fund is designed to provide diversification and attractive risk-adjusted returns, helping investors recover more strongly from market downturns.
Barrow Hanley specialises in value investing across equities and fixed income. As of 31 March 2025, the firm managed $52bn in assets and employed 98 staff, including 57 investment professionals.