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 12/31/17
% 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.
† 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