Barton Investment Management letter head A FOCUSED EQUITY INVESTMENT STRATEGY Capitalizing on Innovation About Strategy Process Team CRS/DISCLOSURES CLIENT PORTAL

Capitalizing on Innovation

Unearthing transformational and disruptive growth companies

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Composite Returns

ANNUALIZED AS OF 6.30.2023, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

SINCE INCEPTION

8/31/2006

  • Barton 100% 100%
  • S&P 500 TOTAL RETURN INDEX 62% 62%

14.0%

9.8%

TRAILING 1 YEAR

TRAILING 5 YEARS

Trailing 10 YEARS

44.0%

Barton

19.6%

S&P 500 Total Return Index

4.5%

Barton

12.3%

S&P 500 Total Return Index

16.8%

Barton

12.9%

S&P 500 Total Return Index

*DISCLOSURES
Explore Our Investment Process

Composite Returns

[ANNUALIZED AS OF 6.30.2023, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]

SINCE INCEPTION 8/31/2006

14.0%

Barton

9.8%

S&P 500 Total Return Index

Trailing 1 YEAR

44.0%

Barton

19.6%

S&P 500 Total Return Index

Trailing 5 Years

4.5%

Barton

12.3%

S&P 500 Total Return Index

Trailing 10 Years

16.8%

Barton

12.9%

S&P 500 Total Return Index

* DISCLOSURES

Explore Our Investment Process

A Visionary Team

Independent, highly focused, and accessible

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