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 9/30/16
% Ranking Based on Total Return
|Since Inception||Top 11%|
For the since inception, 5-year, 3-year and 1-year, periods ended September 30, 2016 the Fund’s Institutional Class of shares performance, including performance for those periods prior to its reorganization into the Fund, placed it 38 (11th percentile) out of 358 Value Broad Market Funds, 53 (13th percentile) out of 411 Value Broad Market Funds, 280 (58th percentile) out of 494 Value Broad Market Funds and 471 (87th percentile) out of 564 Value Broad Market Funds, respectively. Past performance does not guarantee future results.