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

Learn About Our Approach

Composite Returns

ANNUALIZED AS OF 3.31.2023, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

SINCE INCEPTION

8/31/2006

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

13.3%

9.4%

TRAILING 1 YEAR

TRAILING 5 YEARS

Trailing 10 YEARS

-20.3%

Barton

-7.7%

S&P 500 Total Return Index

4.8%

Barton

11.2%

S&P 500 Total Return Index

15.2%

Barton

12.3%

S&P 500 Total Return Index

*DISCLOSURES
Explore Our Investment Process

Composite Returns

[ANNUALIZED AS OF 3.31.2023, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]

SINCE INCEPTION 8/31/2006

13.3%

Barton

9.4%

S&P 500 Total Return Index

Trailing 1 YEAR

-20.3%

Barton

-7.7%

S&P 500 Total Return Index

Trailing 5 Years

4.8%

Barton

11.2%

S&P 500 Total Return Index

Trailing 10 Years

15.2%

Barton

12.3%

S&P 500 Total Return Index

* DISCLOSURES

Explore Our Investment Process

A Visionary Team

Independent, highly focused, and accessible

Meet Us

Get in Touch

    One Tower Bridge | 100 Front Street | Suite 980 | West Conshohocken | PA 19428

    MAIN: 610.226.4040 | MAP & DIRECTIONS

    © 2023 Barton Investment Management. All rights reserved.
    DISCLOSURES  |  PRIVACY