Quality + Value = Outperformance
Our experience and research reveal the power of investing in companies exhibiting both quality and value.
"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."
- Warren Buffet
"Although it's easy to forget sometimes, a share is not a lottery ticket. It's part ownership of a business."
- Peter Lynch
"By developing your discipline and courage, you can refuse to let other people's mood swings govern your financial destiny. In the end, how your investments behave is much less important than how you behave."
- Benjamin Graham
Get There First™
We seek to capture excess returns by beating others to the punch.
Our portfolio companies have been targeted for takeover at approximately four times the historical market average.†
Take Our Complement™
We buy stocks you might not normally find.
Our investments are different from many and can complement typical asset allocations.
Partner with Experience
Our principals' combined 70 years of investment experience informs everything we do.
We look for companies with:
Pricing well below
Substantial free cash
flow and margins
Barrow Street Advisors LLC is a registered investment advisor with the SEC.
The firm provides investment advisory services to mutual funds, managed accounts and unit investment trusts.
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Nicholas Chermayeff is a Principal of Barrow Street Advisors and its affiliate Barrow Street Capital, which he co-founded in 1997. He serves as co-Portfolio Manager of the Barrow Value Opportunity Fund and the Barrow Long/Short Opportunity Fund, as he did for the funds' private partnership predecessors from their inception in 2008.
Prior to forming Barrow Street Capital, Mr. Chermayeff was an investment professional in Morgan Stanley's Principal Investment Group for the Morgan Stanley Real Estate Funds. Previously, Mr. Chermayeff worked in the investment banking groups of Merrill Lynch and LaSalle Partners. He received a BA with honors from Harvard College.
Robert F. Greenhill, Jr.
Robert F. Greenhill, Jr.
Robert F. Greenhill, Jr. is a Principal of Barrow Street Advisors and its affiliate Barrow Street Capital, which he co-founded in 1997. He serves as co-Portfolio Manager of the Barrow Value Opportunity Fund and the Barrow Long/Short Opportunity Fund, as he did for the funds' private partnership predecessors from their inception in 2008.
Prior to forming Barrow Street Capital, Mr. Greenhill was an investment professional for the Goldman Sachs' Whitehall Funds. Previously, he was an analyst at Tishman Speyer. Mr. Greenhill received a BA with honors from Harvard College and an MBA from Harvard Business School.
David R. Bechtel
David R. Bechtel
David R. Bechtel is a Principal of Barrow Street Advisors and its affiliate Barrow Street Capital. He advises on Barrow Street's business development activities. Additionally, he is a Founder and Managing Member of Outpost Capital Management LLC which structures and manages investments in the natural resources and financial services sectors.
Prior to founding Outpost, he served as Managing Director and Global Head of Outsourced Proprietary Trading at Bank of America, a Partner and Chief Financial Officer of Oak Hill Platinum Partners, and Vice President and Treasurer of SunAmerica Inc. Mr. Bechtel received his BA degree magna cum laude from Yale University and earned his Juris Doctorate, Order of The Coif, from Stanford Law School.
† Barrow calculates the frequency of merger and acquisition ("M&A") activity in its portfolio on a quarterly basis by dividing the cumulative number of portfolio holdings that have been announced as merger or acquisition targets by the cumulative number of unique holdings it has held in its portfolio. Barrow calculates the frequency of M&A activity in the market on a quarterly basis by dividing the cumulative number of publicly-traded U.S. common stocks that have been announced as acquisition targets per Bloomberg by the total universe of publicly-traded U.S. common stocks as identified by Bloomberg (approximately 10,000)
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Barrow Street Advisors | 2015