Systematic. Quality. Value.

How to Invest

Please click on the links below to download.

IRA Application

ROTH IRA Application

General Application (non-IRA)


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 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.

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