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Showing 1 - 7 of 7 results
BARROW, HANLEY, MEWHINNEY AND STRAUSS, LLC
BARROW, HANLEY, MEWHINNEY AND STRAUSS, LLC
Dallas, Texas
100-499 employees
Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com. Disclosure: The views expressed are those of the authors as of the date referenced and are subject to change at any time. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. Commentary provided is not a recommendation to buy or sell securities mentioned. Any securities mentioned are selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended by Barrow Hanley. It should not be assumed that investments in the securities has been or will be profitable. The securities do not represent all of the securities purchased, sold or recommended for advisory clients. By clicking the links to third party sites you are leaving the Barrow Hanley LinkedIn page and entering a third-party site. Barrow Hanley is not responsible for any information on these sites. For important information on the Barrow Hanley Funds: https://www.perpetual.com/mutual-funds
Retirement Benefits Rank
Top Benefits
THE ROSEWOOD CORPORATION
THE ROSEWOOD CORPORATION
Dallas, Texas
100-499 employees
Established in 1976, The Rosewood Corporation is a family-owned company with diverse worldwide operations and investments. The Rosewood Corporation is wholly-owned by the Caroline Hunt Trust Estate, which was established in 1935 by legendary oil man H.L. Hunt and his wife, Lyda, and built upon over generations by developing and acquiring businesses that are leaders in their respective industries. In the Rosewood Tradition of Excellence Rosewood Property Company www.rosewoodproperty.com Rosewood Private Investments www.rosewoodpi.com Rosewood Resources www.rosewoodresources.com Rosewood Ranches | Rosewood Beef www.rosewoodbeef.com
Retirement Benefits Rank
Top Benefits
CARLSON CAPITAL, L.P.
CARLSON CAPITAL, L.P.
Dallas, Texas
25-49 employees
Carlson Capital, L.P. is a multi-strategy, alternative asset management firm based in Dallas, Texas with an office located in London. We offer an intense and dynamic business environment that provides an individual with the opportunity to think creatively and act upon their ideas.
Retirement Benefits Rank
Below Market
CAPITAL INSTITUTIONAL SERVICES, INC.
CAPITAL INSTITUTIONAL SERVICES, INC.
Dallas, Texas
50-99 employees
Serving institutional investors since 1977, CAPIS is an agency broker that offers global execution services and commission management solutions. We pair trading technologies with an unparalleled dedication to superior client service. CAPIS has one focus -- providing institutional investors with conflict-free, unbiased execution and commission management solutions. CAPIS was a pioneer in developing commission management solutions to investment managers. Today, we’re one of the only brokers to offer research credit on global equity trades as well as fixed income and options trading. We are also one of the few brokers to offer commission recapture services. Our 24-hour trading desk offers global equity trading, fixed income trading, derivatives trading, portfolio trading, outsourced trading, and transition management services. CAPIS also provides solutions for managed account advisors; reducing operational expenses and inefficiencies, achieving best execution, and ending sponsor rotation. Disclosures: https://capis.com/disclosures/
Retirement Benefits Rank
Market Leading
THE BENEFICIENT COMPANY GROUP (USA), L.L.C.
THE BENEFICIENT COMPANY GROUP (USA), L.L.C.
Dallas, Texas
50-99 employees
Beneficient (Nasdaq: BENF) is dedicated to making the global alternative asset investment market more accessible to underserved investors, specifically mid-to-high net worth individuals and small-to-midsized institutions. We seek to achieve this mission by offering early exit solutions that enable investors to unlock the full value of their alternative assets. Our innovative AltQuote™ tool quickly generates a range of potential exit options within minutes, while our secure AltAccess® portal allows customers to explore opportunities and receive customized proposals. Through a subsidiary of Beneficient, Beneficient Fiduciary Financial, L.L.C. (BFF), we are proud to have received our charter under the State of Kansas’ Technology-Enabled Fiduciary Financial Institution (TEFFI) Act. Our business operations through BFF are also subject to regulatory oversight by the Office of the State Bank Commissioner, ensuring that in such operations we maintain the highest standards of accountability and transparency. For more information, visit www.trustben.com
Retirement Benefits Rank
Market Laggard
LP ANALYST
LP ANALYST
Dallas, Texas
50-99 employees
LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community. The firm supports limited partners, general partners, and advisors with data-driven, actionable analyses to support decision making and enhance returns. LP Analyst’s founders have worked together for more than 10 years, advised on more than $50B in assets, and leverage backgrounds in investment banking, consulting, and secondary advisory. For more information, contact Bill Farrell at [email protected] or visit www.lpanalyst.com Follow on Twitter: @LPAnalyst Connect on LinkedIn: www.linkedin.com/in/billfarrell3 www.linkedin.com/in/katitapalamar
Retirement Benefits Rank
Below Market
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T PLEMONS INVESTMENTS, LLC
T PLEMONS INVESTMENTS, LLC
Waco, Texas
1-24 employees
Texas G&S Investments, Inc. is a specialist in Foreign Exchange and International Payments, which has all the licenses established by law, and is protected by a bond of two million dollars. He started in Hidalgo, Texas, in 1986 and later became a public limited company in 1993, with more than 25 years of experience in the field. He currently has his corporate offices in McAllen, Texas.
Retirement Benefits Rank
Below Market