Unearthing transformational and disruptive growth companies

Learn about our approach

Composite Returns

ANNUALIZED AS OF 3.31.2026, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

Since Inception

8/31/2006

Trailing 1 Year
1.2%
Barton
17.8%
S&P 500 TOTAL RETURN INDEX


Trailing 5 Years
-0.28%
Barton
12.1%
S&P 500 TOTAL RETURN INDEX


Trailing 10 Years
15.7%
Barton
14.2%
S&P 500 TOTAL RETURN INDEX


A Visionary Team

Independent, highly focused, and accessible
Meet Us