BARTON INVESTMENT Overview

Barton Investment Management is an investment advisor that manages 314.7 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 297MM in positions, representing 94% of the manager's regulatory AUM.

BARTON INVESTMENT StockAlpha

+2.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BARTON INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NFLX 23.86% Cons. Disc. 22.59% 4.87% 0 16%
AMZN 13.76% Cons. Disc. -11.58% -1.87% 0 32%
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FEATURED IN
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BARTON INVESTMENT Founders and Key Employees

Name Title In Position Since
John B. Riley Sole Member / President May-2006
Mary E. Baker Chief Compliance Officer March-2015

BARTON INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

BARTON INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear. Methods of Analysis

Our security analysis methods include fundamental analysis of industry sectors and individual securities. Our main sources of information are the inspection of corporate activities, annual reports, prospectuses and filings with the Securities and Exchange



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Commission and other regulators, research prepared by others, corporate ratings services and company press releases.

Investment Strategies

We believe in focused investing because the universe of pioneering enterprises with profitable business models is always quite small. Our typical managed portfolios are concentrated in ten to fifteen specific holdings.

We believe in a fundamental understanding of each of our portfolio companies. We place significant emphasis on understanding the value-added service or p...
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BARTON INVESTMENT Portfolio Concentration

BARTON INVESTMENT Location

ONE TOWER BRIDGE
100 FRONT STREET, SUITE 980
W. CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428

BARTON INVESTMENT Contact Information

Phone Number: 610-226-4040
Fax Number: 610-226-4041
Website:

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