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2.826
+0.020
+0.81%
20/12 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: 188.75M
Perpetual WFI-Perpetual Int Shr
2.826
+0.020
+0.81%
- Overview
- Profile
- Historical Data
- Holdings
Wealthfocus Barrow Hanley Global Share Overview
On this page you'll find an in-depth profile of Wealthfocus Barrow Hanley Global Share. Learn about the key management, total assets, investment strategy and contact information of LP63511451 among other information.
Investment Strategy
The fund aims to provide long-term capital growth through investment in quality global shares and outperform the MSCI World Net Total Return Index(AUD)(before fees and taxes) over rolling three-year periods.
Contact Information
Address
123 Pitt Street
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
Phone
+61 02 9229 9000
Fax
+61 02 8256 1473
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brad Kinkelaar | Senior Managing Director, Equity Portfolio Manager | 2020 | Now |
| Biography | Mr. Kinkelaar joined Barrow Hanley in 2017. He previously served as an equity portfolio manager and head of dividend strategies at Pacific Investment Management Company (PIMCO). During his investment career, Mr. Kinkelaar served as a managing director and equity portfolio manager at Thornburg Investment Management and as an equity analyst at State Farm Insurance Companies. Mr. Kinkelaar earned a BS in Management and Marketing from Eastern Illinois University, where he graduated cum laude. He received an MBA in Finance from the Kellogg School of Management at Northwestern University. | ||
| David W. Ganucheau | Senior Managing Director, Equity Portfolio Manager/Analyst | 2020 | Now |
| Biography | Mr. Ganucheau joined Barrow Hanley in 2004 from Clover Partners, LP, where he served on the management team for several funds, including a financial sector fund. Prior to his tenure at Clover Partners, Mr. Ganucheau served as securities analyst at GSB Investment Management, where he began career in the investment management industry. Mr. Ganucheau graduated from Southern Methodist University with a BBA in Accounting and is a CFA charterholder. | ||
| Cory L. Martin | CEO/Executive Director, Equity Portfolio Manager | 2020 | Now |
| Biography | Mr. Martin joined Barrow Hanley in 1999. During his tenure at Barrow Hanley, he has been instrumental in the creation, development, and implementation of our Non-U.S. Value, Global Value, and Emerging Markets Equity strategies. In 2017, Mr. Martin was named Barrow Hanley’s Executive Director and in 2019 he was named Chief Executive Officer and is responsible for the day-to-day management of the firm. Prior to joining Barrow Hanley, Mr. Martin served as a vice president at Templeton Investment Counsel, Inc. in Fort Lauderdale, Florida. His career in the investment management industry includes serving as an institutional investment consultant at LCG Associates, Inc. Mr. Martin is a member of the CFA Society in Dallas-Fort Worth . He graduated from Baylor University. | ||
| TJ Carter | - | 2020 | 2023 |
| Biography | TJ Carter joined Barrow Hanley in 2014 from Kingstown Capital Management, where he served as an analyst. His prior experience includes analyst positions at Outpoint Capital Management and Highland Capital Management. TJ Carter began his career at Deloitte & Touche, LLP. He received a BSBA from the University of Arkansas and an MBA from Columbia Business School. | ||
| Garry Laurence | Analyst | 2011 | 2020 |
| Biography | Garry is Global Equities Portfolio Manager who joined Perpetual in March 2008 as an Analyst and has covered a broad range of sectors. Prior to joining Perpetual, Garry had three years with PM Capital as an Analyst covering the financial sector for global and Australian strategies and one year with Commonwealth Securities as an Analyst. While studying, Garry gained experience at Morgan Stanley and Meridian Equities as an Analyst. During this time he covered a broad range of sectors across large and small cap companies, including food and beverage, construction and resources. Garry has a Bachelor of Commerce and a Bachelor of Laws from the University of New South Wales. | ||
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