Investment funds / non-KiwiSaver / Shares / Global
The Barrow Hanley Global Share 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 old 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.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.