See Beyond

Our private equity lens discovers attractive investment opportunities

  • "M81 Galaxy"
  • "The Majestic Sombrero Galaxy"
  • "Cosmic Caterpillar"
  • "The Milky Way"

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
intrinsic value

Pricing well below intrinsic value

Efficient use
of capital

Efficient use of capital

High insider
ownership

High insider ownership

Substantial free cash
flow and margins

Substantial free cash flow and margins

Growth

Growth

About Us

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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Firm Profile

Executive Management

Nicholas Chermayeff

Principal

Nicholas Chermayeff

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.

Principal

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

Principal

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.

Insights

Advisor Insights

Commentary

Research

Business Partners

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, LLC does not guarantee the accuracy, completeness or timeliness of such information and such information is subject to change, either expressly or impliedly, for any particular purpose. Barrow Street Advisors, LLC expressly disclaims any warranties of merchantability or fitness for a particular purpose. Barrow Street Advisors, LLC will not be responsible for any loss or damage that could result from interception by third parties of any information made available to you via this site.

Information contained on this site, including pricing, valuation, and commentary on specific securities, if any, reflects the authors' analysis and other information available as of the publication date indicated. Barrow Street Advisors, LLC is under no obligation to update the information to reflect changes after the publication date. Furthermore, any quotations, news, opinions, commentaries, recommendations, data, pricing and all other information contained on this site are believed to be reliable, but Barrow Street Advisors, LLC cannot and does not guarantee its accuracy, timeliness or completeness.

Neither Barrow Street Advisors, LLC, nor any of its affiliates, directors, officers or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this site, or resulting from the act or omission of any other party involved in making this site or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of the site or these materials, whether or not the circumstances giving rise to such cause may have been within the control of Barrow Street Advisors, LLC or of any vendor providing software or services support. In no event will Barrow Street Advisors, LLC, its affiliates or any such parties be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Barrow Street Advisors, LLC or any other party have been advised of the possibility thereof.

Barrow Street Advisors | 2015