Sam Barton

Portfolio Manager-Equities at

Close Asset Management Ltd.

Finance

Consumer Services

Profile

Mr. David S.
Barton is a Managing Director at TrinityBridge Ltd. He joined the firm in 2008 and has over 22 years’ experience in managing UK smaller companies funds and manages the Close Inheritance Tax Service.
Mr. Barton began his career at Unicorn Asset Management.
He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
He also holds the Investment Management Certificate and the CISI Diploma.

Sam Barton active positions

Companies	Position	Start
Close Asset Management Ltd. Close Asset Management Ltd. Investment ManagersFinance TrinityBridge aims to generate the best possible returns, in line with expectations and appetite for risk. The firm’s investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Their approach is always long-term.	Portfolio Manager-Equities	2008-09-21

All active positions of Sam Barton

Former positions of Sam Barton

Companies	Position	End
Unicorn Asset Management Ltd. Unicorn Asset Management Ltd. Investment ManagersFinance Unicorn is an active, long-term manager which specializes in managing funds that invest in UK quoted small to mid-cap companies. The firm’s investment approach is high-conviction, with fundamental, bottom-up analysis and research conducted in house.	Analyst-Equity	-

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Training of Sam Barton

Experiences
Positions held

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Inactive

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Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	3
Unicorn Asset Management Ltd. Unicorn Asset Management Ltd. Investment ManagersFinance Unicorn is an active, long-term manager which specializes in managing funds that invest in UK quoted small to mid-cap companies. The firm’s investment approach is high-conviction, with fundamental, bottom-up analysis and research conducted in house.	Finance
Eton College Eton College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Close Asset Management Ltd. Close Asset Management Ltd. Investment ManagersFinance TrinityBridge aims to generate the best possible returns, in line with expectations and appetite for risk. The firm’s investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Their approach is always long-term.	Finance

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