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

Bloomberg

Value Broad Market Funds

Category as of 12/31/15

% Ranking Based on Total Return

Since Inception Top 010%
5 Year Top 04%
3 Year Top 022%
1 Year Top 010%

For the since inception, 5-year, 3-year and 1-year, periods ended December 31, 2015 the Fund’s Institutional Class of shares performance, including performance for those periods prior to its reorganization into the Fund, placed it 35 (10th percentile) out of 374 Value Broad Market Funds, 14 (4th percentile) out of 419 Value Broad Market Funds, 105 (22nd percentile) out of 485 Value Broad Market Funds and 48 (10th percentile) out of 567 Value Broad Market Funds, respectively. Past performance does not guarantee future results.

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.

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