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 12/31/17
% Ranking Based on Total Return
|Since Inception||Top 13%|
|5 Year||Top 54%|
|3 Year||Top 62%|
|1 Year||Top 51%|
For the since inception, 5-year, 3-year and 1-year, periods ended December 31, 2017 the Fund’s Institutional Class of shares performance, including performance for those periods prior to its reorganization into the Fund, placed it 43 (13th percentile) out of 326 Value Broad Market Funds, 232 (54th percentile) out of 426 Value Broad Market Funds, 301 (62nd percentile) out of 486 Value Broad Market Funds and 281 (51st percentile) out of 551 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