Welcome to Barrow Funds
We are pleased to offer investors the Barrow Value Opportunity Fund. The Fund seeks to provide investors with intelligent ways to earn above-average returns with a below-average risk profile.
In 2013, Barrow Street converted its flagship U.S. equity offering, the Barrow Street Fund LP, into the Barrow Value Opportunity Fund. Previously, this limited partnership was only available to accredited investors since its formation in 2008.
We invite you to learn more about what we believe makes the Barrow Funds a smart choice for investors.
Barrow Value Opportunity Fund
Value Broad Market Funds
Category as of 6/30/18
% Ranking Based on Total Return
|Since Inception||Top 14%|
|5 Year||Top 52%|
|3 Year||Top 77%|
|1 Year||Top 27%|
For the since inception, 5-year, 3-year and 1-year, periods ended June 30, 2018 the Fund’s Institutional Class of shares performance, including performance for those periods prior to its reorganization into the Fund, placed it 42 (14th percentile) out of 294 Value Broad Market Funds, 210 (52nd percentile) out of 408 Value Broad Market Funds, 346 (77th percentile) out of 448 Value Broad Market Funds and 143 (27th percentile) out of 529 Value Broad Market Funds, respectively. Past performance does not guarantee future results.
Barrow In The News
- Barrow Value Opportunity Fund Celebrates Nine-Year Anniversary
- Barrow Funds David Bechtel’s Top Picks in Forbes
- Barrow Funds David Bechtel Discusses the Market, the Economy and a Rebound in Quality Stocks on Bloomberg Markets
- Barrow Funds David Bechtel Makes the Case for Active Management on Barron’s