Mackenzie Investments Bites & Insights

Finding value beyond concentrated markets

Informações:

Sinopse

Rajan Bansi speaks with Cory Martin, CEO and Portfolio Manager at Barrow Hanley Global Investors, to unpack why value looks compelling through a global lens. They explore how concentrated markets and wider valuation gaps have changed the conversation, why non-US markets often offer active managers more room to deliver returns and what sets Barrow Hanley’s traditional value approach apart.  This episode was recorded on April 16, 2026.