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 6.30.2021, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]

SINCE INCEPTION

8/15/2006

  • Barton 100% 100%
  • S&P 500 TOTAL RETURN INDEX 48% 48%

%

%

TRAILING 5 YEARS

Trailing 12 Months

%

BARTON

%

S&P 500 TOTAL RETURN INDEX

%

BARTON

%

S&P 500 TOTAL RETURN INDEX

*DISCLOSURES
Explore Our Investment Process

Composite Returns

[ANNUALIZED AS OF 6.30.2021, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]

SINCE INCEPTION 8/15/2006

19.9%

Barton

10.6%

S&P 500 Total Return Index

Trailing 12 Months

28.0%

Barton

40.8%

S&P 500 Total Return Index

Trailing 5 Years

36.7%

Barton

17.7%

S&P 500 Total Return Index

* DISCLOSURES

Explore Our Investment Process

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Independent, highly focused, and accessible

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