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For more information, please contact us at (877) 767-6633 or (203) 391-6100.


Corporate Office
300 First Stamford Place
3rd Floor East
Stamford, CT 06902

To invest in the Barrow Funds, choose one of the following options:

  1. Contact your Financial Advisor
  2. Click below for an application and prospectus
  3. Call 1-877-767-6633
  4. Invest through Schwab
Download Applications

For more complete information about the Funds, including charges and expenses, please click on the prospectus link listed at the bottom of each page. Read it carefully before investing.

Barrow Value Opportunity Fund


Value Broad Market Funds

Category as of 6/30/17

% Ranking Based on Total Return

Since Inception Top   15%
5 Year Top 028%
3 Year Top 064%
1 Year Top 073%

For the since inception, 5-year, 3-year and 1-year, periods ended June 30, 2017 the Fund’s Institutional Class of shares performance, in-cluding performance for those periods prior to its reorganization into the Fund, placed it 48 (15th percentile) out of 332 Value Broad Market Funds, 116 (28th percentile) out of 419 Value Broad Market Funds, 309 (64th percentile) out of 487 Value Broad Market Funds and 399 (73rd percentile) out of 552 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.

For more information, please contact us at:

(877) 767-6633 or (203) 391-6100


Corporate Office
300 First Stamford Place
3rd Floor East
Stamford, CT 06902