About BEMVX
Barrow Hanley Emerging Markets Value Fund Institutional Shares is an open-end mutual fund focused on delivering long-term capital appreciation and consistent income by investing in equity securities across global emerging markets. The fund primarily invests in common stocks and American Depositary Receipts (ADRs), targeting companies of any market capitalization that are either headquartered or have substantial economic ties to emerging market countries. Employing a value-oriented strategy, the portfolio is constructed through rigorous bottom-up fundamental analysis, seeking securities trading below the MSCI Emerging Markets Index on metrics such as price-to-earnings, price-to-book, enterprise value to free cash flow, and enterprise value to sales ratios, while aiming for a dividend yield above the index.
The fund’s investments span a diverse set of industries and regions, including significant exposure to Chinese companies through direct listings and Stock Connect programs. Managed by Barrow, Hanley, Mewhinney & Strauss, LLC—an experienced value-investing team—the fund strives to exploit market inefficiencies in the emerging markets universe. It is particularly suited for institutional investors seeking a disciplined, valuation-driven approach within the dynamic environment of developing economies.
Fund Family Perpetual Funds
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BEMVX
Share Class Institutional Shares
Index Index is not available on Lipper Database
BEMVX had a total return of 74.23% in the past year, including dividends.
Since the fund's inception, the average annual return has been 14.40%.
