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Showing 1 - 12 of 29 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
HODGES CAPITAL HOLDINGS, INC.
HODGES CAPITAL HOLDINGS, INC.
Dallas, Texas
1-24 employees
Hodges Capital is a 100% employee-owned, research-driven investment manager founded in 1989 by Don and Craig Hodges and headquartered in Dallas, Texas. Our roots are in small-cap investing, but our philosophy has proven successful in identifying quality businesses of all sizes. Our extensive experience helps us conduct intensive research to build detailed understandings of companies and their prospects. Hodges Capital is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Learn more at hodgescapital.com. Important Disclosures; https://hodgescapital.com/about/advisory-disclosures
Retirement Benefits Rank
Market Leading
PEREGRINE GROUP, LLC
PEREGRINE GROUP, LLC
Dallas, Texas
25-49 employees
PEREGRINE PETROLEUM, LLC, with offices in Houston and Dallas, was founded in October of 2008 by former Hunt Petroleum Corporation personnel. The Peregrine Petroleum team is focused on creating sustainable long-term growth through exploration and development in established producing basins with infrastructure in place. Peregrine is seeking joint ventures with proven, reputable partners, and acquisitions in our focus areas: the Rockies, Mid-Continent, Permian Basin and South Texas/Gulf Coast. Peregrine is targeting significant producing assets with underdeveloped opportunities where utilization of new drilling and completion technology will provide long term growth.
Retirement Benefits Rank
Market Leading
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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
TRINITY HUNT MANAGEMENT, L.P.
TRINITY HUNT MANAGEMENT, L.P.
Dallas, Texas
25-49 employees
Trinity Hunt Partners is a growth-oriented middle market private equity firm with over $1.7 billion of assets under management focused on partnering with business owners to build world-class companies within business, healthcare, and consumer services sectors. Since we were founded in 1993, our firm has earned a reputation for providing the strategic, operational, and financial expertise to take entrepreneurial services companies to the next level. Trinity Hunt has invested in 30+ platform companies over the past 18 years. Our proven value creation process accelerates growth by providing our companies with the right resources, talent, and strategic guidance to materially scale organically and via acquisitions. We build relationships with exceptional management teams that share our passion for growing businesses based on trust, transparency, and respect. We are proud to have been consistently named a Top 50 Founder-Friendly Private Equity Firm by Inc. Magazine. In 2022, Trinity Hunt ranked No. 2 amongst U.S. firms on the inaugural HEC-Dow Jones Best Performing Small-Cap Private Equity Firms ranking. Our current portfolio companies include: BUSINESS SERVICES Aperture Argano Dataprise Delve Exclusive Concepts IMS ExpertServices Improving Juris Medicus MarksNelson NexCore Veracity Research Company Visterra Landscape Group HEALTHCARE SERVICES Centrata Centricity Research Family Help and Wellness MainStreet Urgent Care Parallel ENT & Allergy Partners Supreme Optimization Unity MSK CONSUMER SERVICES Fleet Response For more information or to submit an investment proposal, please visit our website at www.trinityhunt.com.
Retirement Benefits Rank
Market Competitive
CENTEROAK ADVISER, L.P.
CENTEROAK ADVISER, L.P.
Dallas, Texas
25-49 employees
CenterOak Partners LLC is a private equity firm with a focus on making control-oriented investments in middle market companies organized or operating in the United States. The Firm specializes in three key industry sectors: Industrial Growth, Consumer, and Business Services. Based in Dallas, Texas, the investment and portfolio management team has a strong history of creating significant value through operational improvement. CenterOak and its senior leaders have managed over $2.2 billion of equity capital commitments across CenterOak Fund I and Fund II, in addition to three predecessor funds. For additional information, please visit www.centeroakpartners.com. CenterOak does not accept job applications through LinkedIn. Any and all job postings on LinkedIn accounts other than this one are false and should be disregarded. Please report false postings to LinkedIn.
Retirement Benefits Rank
Market Competitive
THE MCGOWANGROUP ASSET MANAGEMENT, INC.
THE MCGOWANGROUP ASSET MANAGEMENT, INC.
Dallas, Texas
1-24 employees
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service. With over *$554 Million in assets under management, MGAM’s expertise extends across multiple investment categories: traditional safety in fixed income, high cash flow strategies, and growth with income. MGAM investment disciplines emphasize generating current income along with opportunities for capital gains. With full recognition that profits are not an assurance, the MGAM team platform is steadfast in the daily, ongoing, global search for the investment assets that can meet or exceed client objectives. In addition, MGAM offers each client family comprehensive performance tracking to provide clear bottom line results from inception. MGAM is firmly dedicated to empowering clients through education. The firm’s portfolio strategies and client education platforms are provided through trademarked NetWorth Radio broadcasts. In addition, the team’s articles and recommended investment intelligence reports are made available through the MGAM newsletter subscription broadcast. *Total client assets as of 3/1/15 Please review our social media guidelines: http://themcgowangroup.com/social-media-guidelines
Retirement Benefits Rank
Top Benefits
TELESIS MANAGEMENT CORPORATION
TELESIS MANAGEMENT CORPORATION
Dallas, Texas
1-24 employees
• Reviewed existing telecommunications solutions for customers, presented solutions to optimize monthly spending—reviewed existing customer contracts to ensure accurate billing, and negotiated contracts on behalf of customers to capitalize on current trends. Prepared customer Request for Proposal responses for new contracts for company. Retained existing customers by renewing customer contracts. Expanded customer base in assigned regions and up-sold products and services to current customers. Prepared direct sale’s team quotes and reported to senior-level management.
Retirement Benefits Rank
Market Laggard
ZEAL CAPITAL MANAGEMENT, LLC
ZEAL CAPITAL MANAGEMENT, LLC
Dallas, Texas
100-499 employees
Zeal Capital Partners is a venture capital fund seeking to generate top-tier financial and social returns by partnering with strong management teams with diverse backgrounds and skillsets who are building early-stage businesses. The target businesses are high-growth companies focused on bridging the Wealth and Skills gap through the development of innovative technologies, tech-enabled services, and platforms. Our aim is to unlock resources and access to opportunities that we believe can turbocharge economic mobility. **Are you a founder looking for investment? Please submit details on your project here: https://www.zealvc.co/ready-for-investment. We review every submission.**
Retirement Benefits Rank
Market Leading