A FOCUSED EQUITY INVESTMENT STRATEGY
Capitalizing on Innovation
Unearthing transformational and disruptive growth companies
Composite Returns
[ANNUALIZED AS OF 12.31.2019, 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 12.31.2019, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]
SINCE INCEPTION 8/15/2006
16.4
Barton
9.3%
S&P 500 Total Return Index
Trailing 12 Months
34.5%
Barton
31.5%
S&P 500 Total Return Index
Trailing 5 Years
24.5%
Barton
11.7%
S&P 500 Total Return Index
A Visionary Team
Independent, highly focused, and accessible
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