Welcome to Barrow Funds
We are pleased to offer investors two mutual funds, the Barrow Value Opportunity Fund and the Barrow Long/Short Opportunity Fund. These Funds seek to provide investors with intelligent ways to earn above-average returns with a below-average risk profile.
In 2013, Barrow Street converted its flagship U.S. equity offering, the Barrow Street Fund LP, into the Barrow Value Opportunity Fund. Previously, this limited partnership was only available to accredited investors since its formation in 2008. Barrow Street organized the Barrow Long/Short Opportunity Fund in 2013 to succeed a private limited partnership managed with the same strategy.
We invite you to learn more about what we believe makes the Barrow Funds a smart choice for investors.
Barrow Value Opportunity Fund
Multi-Cap Core Funds
Category as of 3/31/15
% Ranking Based on Total Return
For the since inception, 5-year, 3-year and 1-year, periods ended March 31, 2015 the Fund’s Institutional Class of shares performance, including performance for those periods prior to its reorganization into the Fund, placed it 83rd (13th percentile) out of 661, 25th (4th percentile) out of 691 Multi-Cap Core funds, 83rd (11th percentile) out of 774 Multi-Cap Core funds, 450th (54th percentile) out of 836 Multi-Cap Core funds, respectively. Lipper classifies a fund “multi-cap” when it does not concentrate 75% or more of their assets within a particular market cap segment. Lipper fund percentile rankings are based on total returns, excluding sales charges and including fees and expenses, versus all funds in the Lipper category. Past performance does not guarantee future results.