Barrow Hanley US Value Opportunities Fund Institutional Class (BVOIX)

Overview

This fund primarily focuses on investing in the securities of U.S. companies, striving to allocate at least 80% of its net assets, alongside any borrowings intended for investment purposes, in these securities. The investment strategy is inclusive, considering a wide range of company sizes from large-cap to small-cap. The fund aims to diversify its investment portfolio by incorporating not only equity securities but also convertible securities, preferred stocks, real estate investment trusts (REITs), and American Depositary Receipts (ADRs), thus catering to various investor needs and market opportunities.

Products and Services

• Equity Securities:

  Investment in stocks issued by large, middle, and small capitalization U.S. companies, aiming to capitalize on the growth potential of these companies.

• Convertible Securities:

  Includes investments in bonds or preferred stock that can be converted into a specific number of shares of common stock, offering the potential for income along with the possibility to participate in the equity upside.

• Preferred Stocks:

  These are stocks that provide dividends before any can be declared on common stocks, offering investors a potentially more stable income than common stocks.

• Real Estate Investment Trusts (REITs):

  Investment in REITs, which own, operate, or finance income-producing real estate, offers diversification and the potential for income through dividends.

• American Depositary Receipts (ADRs):

  These are certificates issued by U.S. banks representing shares in foreign stocks, allowing for easier investment in foreign companies while offering the security of U.S. regulation.