Northern Trust recently published a survey showing that the majority of managers were bullish on U.S. equities. In particular, managers thought U.S. large-cap and small-cap stocks were undervalued. Looking at institutional active domestic equity managers with more than $25 billion in assets under management, six managers had more than 80% of their domestic equity AUM in either large-cap or small-cap securities: T. Rowe Price Associates; Dodge & Cox; Barrow, Hanley, Mewhinney & Strauss; Legg Mason; MFS Investment Management; and J.P. Morgan Asset Management. Barrow Hanley could have the largest tailwind; about 80% of its worldwide AUM is made up of U.S. equities.
Bullish equity outlook could benefit Barrow Hanley the most
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