About BEOIX
Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund I Shares is an institutional mutual fund that primarily targets long-term capital appreciation and steady income by investing in emerging markets equities. This fund follows a concentrated, value-oriented investment approach, with its strategy rooted in fundamental securities analysis and a focus on companies trading below their intrinsic value. The portfolio is built through a bottom-up process, typically holding a high-conviction selection of stocks, and maintains significant exposure to sectors such as technology, industrials, financial services, and consumer cyclical industries.
A distinguishing feature of the fund is its emphasis on environmental, social, and governance (ESG) criteria, integrating these factors into its investment decisions to identify companies with strong sustainability practices. Managed by an experienced team, the fund aims to exploit market inefficiencies in emerging economies and seeks to outperform the MSCI Emerging Markets Index over a full market cycle. It is tailored for institutional investors, characterized by a relatively high minimum initial investment, and sits within the large value segment of diversified emerging markets funds. The fund’s portfolio is relatively concentrated, with a notable percentage of assets allocated to its top holdings, reflecting its high-conviction strategy.
Fund Family Perpetual Funds
Category Diversified Emerging Mkts
Performance Rating High
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BEOIX
Share Class Institutional Shares
BEOIX had a total return of 98.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.94%.
