The Weekly Roundup
Other news and articles
About The Weekly Roundup
The Weekly Roundup is where you'll find our free Friday newsletter that rounds up what we've been up to during the week. But there's also a little bit extra.
What has been traded in any of the portfolios? Has ByteTrend thrown up any new trends to investigate? What are we seeing in the markets that pique our interest?
The Friday round-up is a great place to start understanding what we're up to at ByteTree.
Previous Editions
My Journey in Finance: The Momentum Crash
This series introduces my experiences with momentum investing. I kicked off with Why Momentum Works, then How to Build a Momentum Fund, and last week, Riding the Escalators. Please take a look at these before you continue.
So far, we have covered the basics of momentum investing, a form of
My Journey in Finance: Riding the Escalators
This series introduces my experiences with momentum investing. I kicked off with Why Momentum Works and, last week, How to Build a Momentum Fund. Please take a look at these before you continue.
There are many effective equity investment strategies such as quality (great companies over the long term), value
My Journey in Finance: How to Build a Momentum Fund
Last week, I kicked off this new series by introducing why momentum works. Please have a look at Why Momentum Works before you carry on.
To build a global momentum fund, you can’t look at every stock in the world; you have to cut that down to size. Too
My Journey in Finance: Why Momentum Works
In this new series of articles, My Journey in Finance, I wanted to explain why the ByteTree investment process is what it is. It is built on personal experience, having begun my investment journey as an amateur in 1992 and professionally since 1998. In that time, I have come across
ByteTree Q3 2024 Quarterly Performance Review
In this quarterly update, I shall review the Soda and Whisky Portfolios alongside Venture, our deep-value research service.
ByteTree offers active investment management research. Active, as opposed to passive or index-tracking, means active management delivers an outcome that will often differ from the market, either better or worse. Over the
