Barrow Hanley International Value Fund Institutional Class (BNIVX)

Overview

The company operates as a global investment fund, focusing on diversification not only by asset type but also by geography. Their investment strategy primarily targets the equity markets, aiming to include a broad mix of companies of various sizes from around the world. By maintaining investments in at least three different countries and dedicating a significant portion of its assets to non-U.S. entities, the fund seeks to capitalize on international growth opportunities. A notable aspect of their strategy involves a substantial allocation towards both common stock and American Depositary Receipts (ADRs), embracing the inherent potential in these securities for investors looking to gain exposure to foreign markets through U.S.-traded instruments.

Products and Services

• Global Equity Investments

  This encompasses the fund's core investment in common stocks across a wide array of markets and sectors globally. By targeting companies of any market capitalization, the fund aims to offer a diversified portfolio that can adapt to and thrive within the dynamic nature of global equity markets.

• American Depositary Receipts (ADRs)

  As a vehicle to invest in non-U.S. companies while trading in U.S. markets, ADRs represent a significant part of the fund's investment strategy. This includes both sponsored and unsponsored ADRs, offering investors an expansive range of opportunities in foreign enterprises without the complexities often associated with direct investments in overseas markets.