The Barrow Hanley Global Equity Trust (‘Trust’), distributed in Australia and New Zealand by BNP Paribas Asset Management (‘BNPP AM’), has received ‘Recommended’ ratings from Zenith (Nov 2019) and Lonsec (Jan 2020) as adviser interest in the strategy continues to grow.

The Lonsec and Zenith reports both highlight the experience of the investment professionals at Barrow,

Hanley, Mewhinney & Strauss (‘Barrow Hanley’), and note that the well-established investment firm has been in operation since 1979. Lonsec in particular notes the disciplined and robust valuation process with a key focus on downside risks.

It is the adherence to their ‘traditional value’ style and commitment to downside protection and bottom-up stock research that has enabled the Trust to maintain pace with global equity markets despite a difficult period for value investing.

Commenting on the positive Trust ratings, BNP Paribas Asset Management Australia Chief Executive Officer David Grybas commented “It is pleasing to see the research community recognising Barrow Hanley’s outstanding investment team and disciplined approach. We believe their ‘traditional value’ approach is particularly suited to clients given their ability to participate in expansionary economic cycles, while also protecting assets in down markets through risk control and yield”.

Mr Grybas also referenced the growth in BNP Paribas Asset Management’s adviser-facing business with strong inflows across the three global equity strategies offered to Australian and New Zealand investors. This has resulted in the expansion of the wholesale distribution team, with the addition of two new hires in recent months.

The Trust is an Australian domiciled investment vehicle available to both Australian and New Zealand investors. The minimum investment amount is AUD 25,000.

In addition to global value equities, BNP Paribas Asset Management offers a range of investment solutions including global growth and environmental equities to Australian and New Zealand advisory clients. As at 31 December 2019, BNP PARIBAS ASSET MANAGEMENT Australia Limited had assets under management of over AUD 10 billion.

PRESS CONTACTS
BNP Paribas Asset Management

Frances Powell
Head of Marketing
+61 2 9619 6710
frances.powell@au.bnpparibas.com

Renée Kaesler
Brand and Communications Manager
+61 2 9619 6225
renee.kaesler@au.bnpparibas.com