Systematic. Quality. Value.

How to Invest

Please click on the links below to download.

IRA Application

ROTH IRA Application

General Application (non-IRA)

Prospectus

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

Bloomberg

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.

For more information, please contact us at:

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

info@barrowfunds.com

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