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

Composite Returns

ANNUALIZED AS OF 6.30.2022, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

SINCE INCEPTION

8/15/2006

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

12.3%

9.2%

TRAILING 1 YEAR

TRAILING 5 YEARS

Trailing 10 YEARS

-58.8%

Barton

-10.6%

S&P 500 Total Return Index

8.1%

Barton

11.3%

S&P 500 Total Return Index

15.5%

Barton

13.0%

S&P 500 Total Return Index

Composite Returns

[ANNUALIZED AS OF 6.30.2022, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]

SINCE INCEPTION 8/15/2006

12.3%

Barton

9.2%

S&P 500 Total Return Index

Trailing 1 YEAR

-58.8%

Barton

-10.6%

S&P 500 Total Return Index

Trailing 5 Years

8.1%

Barton

11.3%

S&P 500 Total Return Index

Trailing 10 Years

15.5%

Barton

13.0%

S&P 500 Total Return Index

A Visionary Team

Independent, highly focused, and accessible

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