Barrow Hanley Emerging Markets Value Fund Institutional Shares (BEMVX)

Overview

The mentioned company primarily focuses on investment in securities of companies based in emerging market countries. It targets its investments towards economies that are included in or have characteristics similar to those listed in the MSCI Emerging Markets Index and the MSCI Frontier Markets Index, as well as considering opportunities in Singapore and Hong Kong to a lesser extent. This strategic investment approach allows the fund to leverage the growth potential in emerging markets while adhering to its policy of investing a minimum of 80% of its assets in these regions. Furthermore, the company is open to using borrowings for investment purposes to augment its investment capacity and potentially enhance returns for its stakeholders.

Products and Services

The company's investment portfolio includes a variety of products and services designed to cater to investors looking to capitalize on opportunities in emerging markets. These include:

• Securities of Companies in Emerging Markets: The bulk of the fund's investments goes into purchasing securities issued by companies operating in economies classified under the MSCI Emerging Markets Index. This allows investors direct exposure to the growth potential in these dynamic and rapidly evolving markets.
• Investments in Frontier Markets: Alongside emerging markets, the fund seeks investments in frontier markets, as defined by the MSCI Frontier Markets Index. These markets are considered to be at an earlier stage of development compared to their emerging counterparts, potentially offering higher growth opportunities albeit with increased risks.
• Exposure to Singapore and Hong Kong: Even though not predominantly featured within the mentioned indexes, the company acknowledges the economic significance of Singapore and Hong Kong. Investments in these regions are made to the extent that they complement the fund's growth strategy and maintain the overall investment objective.
• Economic Instruments with Similar Characteristics: In addition to direct securities, the fund explores various financial instruments that offer economic characteristics akin to direct investments in emerging and frontier markets. This diversified approach helps in mitigating risk while aiming to capitalize on the broad array of opportunities these markets offer.