Unearthing transformational and disruptive growth companies

Learn about our approach

Composite Returns

ANNUALIZED AS OF 3.31.2025, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

Since Inception

8/31/2006

Trailing 1 Year
18.0%
Barton
8.3%
S&P 500 TOTAL RETURN INDEX


Trailing 5 Years
11.0%
Barton
18.6%
S&P 500 TOTAL RETURN INDEX


Trailing 10 Years
17.2%
Barton
12.5%
S&P 500 TOTAL RETURN INDEX


A Visionary Team

Independent, highly focused, and accessible
Meet Us