Media Highlights


Barrow Funds David Bechtel Discusses the Market, the Economy and a Rebound in Quality Stocks on Bloomberg Markets

Bloomberg Markets Carol Massar and Dani Burger talk with David Bechtel about earnings growth, the U.S. economy, and the trifecta of circumstances that may drive value and high quality companies.

The thoughts and opinions expressed in the video are solely those of the person speaking as of April 24, 2017. 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.

Top Ten Holdings as of March 31, 2017
Holdings % of Equity
LyondellBasell 1.41%
Greenbrier Companies Inc. 1.32%
Chemed Medical Inc. 1.32%
Globus Medical Inc. 1.30%
Trinseo 1.25%
InterDigital Inc. 1.24%
Wabash National Corp. 1.23%
Dr Pepper Snapple 1.22%
Quest Diagnostics Inc. 1.21%
Sanderson Farms Inc. 1.19%
Total 12.70%

Fund holdings and sector allocations are subject to change at any time and should not be considered recommendations to buy or sell any security.


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Barrow Value Opportunity Fund


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

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Stamford, CT 06902