Business Details
20 Years
experience
Your Trusted Partner for Equity Investment Solutions
Established in 2006, Barton Investment Management is a boutique equity investment firm dedicated to managing concentrated portfolios of younger growth company common stocks. Our singular focus on identifying transformative businesses allows us to deliver exceptional service to high net worth individuals, institutions, foundations, and endowments. With a team of seasoned professionals, we combine deep industry expertise with a disciplined investment process to uncover undervalued opportunities in dynamic markets. Our approach emphasizes long-term value creation through rigorous research, strategic position sizing, and tax-efficient portfolio management.We maintain a highly concentrated strategy of 10-15 stocks, prioritizing companies with disruptive potential and sustainable competitive advantages. Our clients benefit from direct access to our investment team, transparent communication, and a philosophy centered on compounding capital at superior rates over full market cycles. Through continuous monitoring and disciplined risk management, we aim to outperform the S&P 500 Total Return Index net of fees while maintaining full investment exposure to capitalize on market opportunities.
Services
Equity Investment Management
Portfolio Strategy Development
Financial Planning
Wealth Management
Market Research
Details
- Year established: 2006
Highlights and features
- Established in 2006 with proven long-term performance
- Concentrated portfolio strategy with 10-15 high-conviction holdings
- Long-term investment horizon with average holding period exceeding five years
- Direct client engagement with transparent investment decision-making
- Tax-efficient portfolio management through strategic position trimming
Services
Equity Investment Management
Our equity investment management service focuses on concentrated portfolios of 10-15 high-growth companies. We target undervalued businesses with transformative potential across developed markets, emphasizing long-term value creation through strategic position sizing and tax-efficient trading. Clients benefit from our disciplined approach to identifying market opportunities and maintaining full investment exposure.
Portfolio Strategy Development
We develop customized portfolio strategies centered on compounding capital at superior rates. Our approach combines rigorous fundamental analysis with continuous monitoring of market dynamics. By maintaining concentrated positions and strategic trimming of outsized holdings, we aim to outperform benchmark indices while preserving capital through market cycles.
Market Research
Our market research focuses on identifying younger growth companies with disruptive business models. We analyze unit economics, competitive positioning, and management vision to uncover undervalued opportunities. The research process includes eliminating commodity-based businesses and financial black boxes while prioritizing companies with clear accounting standards and shareholder protections.
Questions
What type of investment strategy does Barton use?
We employ a concentrated equity strategy focusing on 10-15 high-growth companies with transformative potential, maintaining long-term holdings through market cycles.
How are management fees structured?
Our fees are 1.0% on the first $5 million of assets and 0.8% on amounts exceeding $5 million, with no additional performance fees.
What kind of companies do you invest in?
We target younger growth companies in developed markets with strong legal protections, distinctive products, and sustainable competitive advantages that are often misunderstood by the market.
How long do you typically hold investments?
Our average holding period exceeds five years, with a target of more than a decade, focusing on long-term value creation rather than short-term trading.
