Welcome to Barrow Funds
We are pleased to offer investors two mutual funds, the Barrow Value Opportunity Fund and the Barrow Long/Short Opportunity Fund. These Funds seek 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. Barrow Street organized the Barrow Long/Short Opportunity Fund in 2013 to succeed a private limited partnership managed with the same strategy.
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 12/31/16
% Ranking Based on Total Return
|Since Inception||Top 16%|
For the since inception, 5-year, 3-year and 1-year, periods ended December 31, 2016 the Fund’s Institutional Class of shares performance, including performance for those periods prior to its reorganization into the Fund, placed it 55 (16th percentile) out of 353 Value Broad Market Funds, 157 (38th percentile) out of 423 Value Broad Market Funds, 369 (74th percentile) out of 503 Value Broad Market Funds and 490 (86th percentile) out of 571 Value Broad Market Funds, respectively. Past performance does not guarantee future results.