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 03/31/23. The fund's latest filing disclosed 568MM in positions, representing 181% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/23. The fund's latest filing disclosed 568MM in positions, representing 181% of the manager's regulatory AUM.
BARTON INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BARTON INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NFLX | 22.52% | Cons. Disc. | 15.71% | 2.16% | 0 | 21% | ||
| SHOP | 17.75% | Unknown | 24.24% | 2.86% | 0 | 13% | ||
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FEATURED IN
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
4
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...
Get the Full Report
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
4
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...
Get the Full Report
BARTON INVESTMENT Portfolio Concentration
BARTON INVESTMENT Location
ONE TOWER BRIDGE
100 FRONT STREET, SUITE 980
W. CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428
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: http://www.bartonim.com/
Fax Number: 610-226-4041
Website: http://www.bartonim.com/
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Disclaimer
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