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.

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 6/30/16

% Ranking Based on Total Return

Since Inception Top   11%
5 Year Top 025%
3 Year Top 049%
1 Year Top 073%

For the since inception, 5-year, 3-year and 1-year, periods ended June 30, 2016 the Fund’s Institutional Class of shares performance, including performance for those periods prior to its reorganization into the Fund, placed it 39 (11th percentile) out of 360 Value Broad Market Funds, 102 (25th percentile) out of 411 Value Broad Market Funds, 237 (49th percentile) out of 493 Value Broad Market Funds and 394 (73rd percentile) out of 547 Value Broad Market Funds, respectively. Past performance does not guarantee future results.

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