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Barrow Hanley Credit Opportunities Fund (BCONX)
A fundamental, active, valuation-centric strategy focusing on security selection to build a bottom-up portfolio within the high-yield universe.
The Fund, managed by a team with deep experience investing through multiple market cycles, utilizes the full breath of the firm's fundamental research capabilities to identify companies across the market-cap spectrum to exploit inefficiencies resulting in a differentiated portfolio.
Investment Objective:
The Fund seeks to maximize total return, consistent with preservation of capital.
Investment Overview:
An actively managed portfolio of high-yield bonds selected through rigorous fundamental analysis focused on cash-flow generation allows us to take advantage of inefficiencies in market prices while reducing portfolio risks. We believe our team approach focused on quality companies can generate competitive returns with lower risk than the broader high-yield market. In our view, the key to success is to know when a high-yield bond of a good company becomes a good high-yield bond investment.
Strategy Summary:
| Asset Class | US Fixed Income |
| Investment Style | Bottom-Up Security Selection |
| Benchmark | ICE BofA US High Yield BB-B Index |
| Class Institutional Shares | BCONX |
| Expense Ratio |
Gross |
Net* |
|
Class Institutional Shares |
0.92% |
0.77% |
*The Fund’s investment adviser has contractually agreed to waive fees and reimburse expenses (excluding certain expenses as disclosed in the Fund’s prospectus) to maintain the net expense ratio disclosed above until February 1, 2026.
Past performance does not guarantee future results and current performance may be lower or higher than the data quoted.
Please carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. This and other information is contained in the Fund’s prospectus and summary prospectus, which you may obtain by calling +1-866-260-9549. Read the prospectus and summary prospectus carefully before investing. Investing includes the risk of loss.
Perpetual Americas Funds Services serves as investment adviser to the Fund. Barrow Hanley serves as investment sub-adviser to the Fund and is responsible for the management of the Fund’s portfolio of securities.
Distributed by Perpetual Americas Funds Distributors, LLC, member FINRA/SIPC; not affiliated with Perpetual Americas Funds Services.
Copyright © 2022 Perpetual Asset Management International.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
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