A FOCUSED EQUITY INVESTMENT STRATEGY
Capitalizing on Innovation
Unearthing transformational and disruptive growth companies
Composite Returns
[ANNUALIZED AS OF 9.30.2019, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]
SINCE INCEPTION
8/15/2006
- Barton 100%
- S&P 500 TOTAL RETURN INDEX 48%
%
%
TRAILING 5 YEARS
Trailing 12 Months
%
BARTON
%
S&P 500 TOTAL RETURN INDEX
%
BARTON
%
S&P 500 TOTAL RETURN INDEX
Composite Returns
[ANNUALIZED AS OF 9.30.2019, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]
SINCE INCEPTION 8/15/2006
15.8%
Barton
8.8%
S&P 500 Total Return Index
Trailing 12 Months
-8.5%
Barton
4.3%
S&P 500 Total Return Index
Trailing 5 Years
21.9%
Barton
10.9%
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
MAIN: 610.226.4040 | MAP & DIRECTIONS
© 2019 BARTON INVESTMENT MANAGEMENT