Finding value beyond concentrated markets

About this episode

Rajan Bansi interviews Cory Martin about the compelling nature of value investing in global markets and the unique approach of Barrow Hanley.

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.

People in this episode

Host: Rajan Bansi

Guest: Cory Martin

Topics covered

• value investing
• global markets
• active management
• valuation gaps
• portfolio management

Keywords

• value investing
• global lens
• concentrated markets
• active managers
• valuation gaps

Mentioned in this episode

Organizations: Barrow Hanley Global Investors

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