The Barrow Funds are managed by Barrow Street Advisors LLC, an affiliate of Barrow Street Capital LLC, an investment firm founded in 1997 by Nicholas Chermayeff and Robert F. Greenhill Jr.
Since inception Barrow Street’s affiliates have invested approximately $550 million of equity in private equity and public equity strategies. In addition to the Funds, the firm serves pension funds, sovereign funds, endowments, foundations, family offices, and high net worth individuals.
Barrow Value Opportunity Fund
Value Broad Market Funds
Category as of 12/31/18
% Ranking Based on Total Return
|10 Year||Top 20%|
|5 Year||Top 77%|
|3 Year||Top 87%|
|1 Year||Top 77%|
For the 10-, 5-, 3- and 1-year periods ended 12/31/18, the Fund’s Institutional Class shares performance, including the performance for those periods prior to its reorganization into the Fund, placed it 56 (20th percentile) out of 274, 302 (77th percentile) out of 390, 391 (87th percentile) out of 447 and 388 (77th percentile) out of 503 Value Broad Market Funds, respectively. Past performance does not guarantee future results.
† Margin of Safety: Benjamin Graham, considered to be the father of value investing philosophy, wrote "the 'margin of safety' resides in the discount at which the stock is selling below its minimum intrinsic value, as measured by the analyst." Graham, B. and Dodd, D. (1951) Security Analysis. New York, NY: McGraw-Hill.
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