Barrow Hanley Global Investors
James Carpenter has a diverse work experience spanning over several years. James has held various roles in different companies. James'smost recent position was as the Director and Client Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss, which they have held since March 2015. Prior to that, they worked at Russell Investments, where they held multiple roles, including Portfolio Manager, Head of Global Equities Research, Senior Research Analyst Global Equities, and Senior Portfolio Analyst. James also has experience as a Senior Accounting Manager at Russell Investments. Before joining Russell Investments, James worked as a Senior Accountant at Ernst & Young LLP. James began their career as a volunteer representative for The Church of Jesus Christ of Latter-Day Saints. Throughout their career, James has developed skills in portfolio management, equity research, accounting, financial analysis, and team management.
James Carpenter obtained a Master of Accountancy degree and a Bachelor of Accountancy degree from Brigham Young University in 1995. In addition, they obtained a Certificate in ESG Investing from CFA UK in October 2021.
Barrow Hanley Global Investors
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Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com. Disclosure: The views expressed are those of the authors as of the date referenced and are subject to change at any time. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. Commentary provided is not a recommendation to buy or sell securities mentioned. Any securities mentioned are selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended by Barrow Hanley. It should not be assumed that investments in the securities has been or will be profitable. The securities do not represent all of the securities purchased, sold or recommended for advisory clients. By clicking the links to third party sites you are leaving the Barrow Hanley LinkedIn page and entering a third-party site. Barrow Hanley is not responsible for any information on these sites. For important information on the Barrow Hanley Funds: https://www.perpetual.com/mutual-funds