BARROW HANLEY MEWHINNEY & STRAUSS LLC

Barrow Hanley offers advisory services to clients on a discretionary and non-discretionary basis. Clients can choose an investment strategy for their account to be managed according to the strategy's guidelines and benchmark, or they can provide their own investment objectives, guidelines, restrictions, and benchmark. The firm's investment recommendations are based on value strategies and include advice regarding various types of securities. Barrow Hanley manages affiliated accounts in the same manner as unaffiliated accounts and manages conflicts of interest through allocation policies and procedures. The firm has adopted policies and procedures to value securities when a market price is unavailable, which is overseen by the Valuation Committee. Barrow Hanley provides advisory services to pension and profit-sharing plans, state or municipal government entities, and U.S. and non-U.S. investment companies.

Barrow Hanley's investment strategies are long-term in nature. They focus on fundamental analysis and building portfolios one company at a time by appraising individual company value. This approach involves analyzing risk in a unique way, focusing on the probability of permanent capital loss rather than traditional risk metrics. To mitigate certain investment risks, Barrow Hanley employs a long-only equity investment strategy that avoids derivatives, shorting, and leverage. Furthermore, Barrow Hanley emphasizes portfolio diversification by implementing exposure constraints on holdings, industries, and sectors. This ensures prudent diversification of clients' portfolios. The firm's investment process involves a collaborative team of portfolio managers and analysts who generate and research investment ideas within their mandates. Individual security holdings and weightings are determined through input from both analysts and portfolio managers.

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