Barton Investment Management is a financial advisory firm specializing in focused equity investment strategies. The firm capitalizes on innovation by identifying and investing in transformational and disruptive growth companies. Their approach centers on unearthing high-potential opportunities in the equity market.
The firm's investment strategy has consistently outperformed the S&P Total Return Index over various time periods, including since inception and trailing 1, 3, and 5-year periods. Barton Investment Management offers portfolio management services and maintains a client portal for easy access to investment information. Their team employs a rigorous process to select and manage investments, focusing on companies with strong growth potential.
Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Top Investment Stages
Stage Mix
Concentration shown as share of disclosed investments by stage.
Classification
- Also Known As
- Barton Investment Management, LLC
- NAICS
- 540000Professional, Scientific, and Technical Services
- 541611Administrative Management and General Management Consulting Services
- 541000Professional, Scientific, and Technical Services
- 541600Management, Scientific, and Technical Consulting Services
- 541610Management Consulting Services
- SIC
- 8700Engineering, Accounting, Research, Management, And Related Services
- 8740Management And Public Relations Services
- 8742Management Consulting Services
Show 9 more industry codes
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6000Depository Institutions
- 6700Holding And Other Investment Offices
- 6720Investment Offices
- 6722Management Investment Offices, Open-end
