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Barrow Brings Private Perspective to Public Investing

Barrow Funds Dave Bechtel interviewed by Markets Media on March 14, 2016 -  Click to View

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The thoughts and opinions expressed in the article are solely those of the person speaking as of March 14, 2016. There can be no assurance with regard to future market movements. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide viewers with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 1-877-767-6633. Read it carefully before investing. Distributed by Ultimus Fund Distributors, LLC. The Fund may participate in short sales which are speculative transactions and involve special risks and include greater reliance on the Adviser’s ability to accurately anticipate the future value of a security. The Fund invests in small- and mid-cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

 

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Barrow Value Opportunity Fund

Bloomberg

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

info@barrowfunds.com

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