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 9.30.2022, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

SINCE INCEPTION

8/31/2006

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

12.3%

8.7%

TRAILING 1 YEAR

TRAILING 5 YEARS

Trailing 10 YEARS

-57.4%

Barton

-15.5%

S&P 500 Total Return Index

6.4%

Barton

9.2%

S&P 500 Total Return Index

15.0%

Barton

11.7%

S&P 500 Total Return Index

Composite Returns

[ANNUALIZED AS OF 9.30.2022, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]

SINCE INCEPTION 8/31/2006

12.3%

Barton

8.7%

S&P 500 Total Return Index

Trailing 1 YEAR

-57.4%

Barton

-15.5%

S&P 500 Total Return Index

Trailing 5 Years

6.4%

Barton

9.2%

S&P 500 Total Return Index

Trailing 10 Years

15.0%

Barton

11.7%

S&P 500 Total Return Index

A Visionary Team

Independent, highly focused, and accessible

Get in Touch

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

    © 2022 Barton Investment Management. All rights reserved.