

Capitalizing on Innovation
Unearthing transformational and disruptive growth companies
Composite Returns
ANNUALIZED AS OF 9.30.2023, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED
SINCE INCEPTION
8/31/2006
- Barton 100%
- S&P 500 TOTAL RETURN INDEX 62%
13.3%
9.4%
TRAILING 1 YEAR
TRAILING 5 YEARS
Trailing 10 YEARS
Barton
21.6%
S&P 500 Total Return Index
Barton
9.9%
S&P 500 Total Return Index
Barton
11.9%
S&P 500 Total Return Index
Composite Returns
[ANNUALIZED AS OF 9.30.2023, 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
30.1%
Barton
21.6%
S&P 500 Total Return Index
Trailing 5 Years
1.8%
Barton
9.9%
S&P 500 Total Return Index
Trailing 10 Years
14.2%
Barton
11.9%
S&P 500 Total Return Index
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