Vision
To deliver actionable, high-quality, contemporary investment guidance at an affordable price.
Mission
We offer high-quality investment advice, services, and products across various asset classes to help investors achieve better outcomes by applying sound financial principles.
What We Do
ByteTree Research offers investment research as a subscription.
There are so many ideas and opinions out there. At ByteTree, we provide you with answers, through high-conviction calls, tracked in a model portfolio for maximum transparency.
For a monthly fee, you can sign up to receive our work, which will arrive by email and be posted on the website, giving you access to actionable, accountable, professional investment research.
The research is led by Charlie Morris, our CIO and founder, who spent over a decade as a multi-asset fund manager at HSBC before going independent. A team of analysts across the different research services supports him.
Investing is a highly personal endeavour, and across our range of services, we offer something for everyone: from global multi-asset portfolios to trend-following, quality investing, and digital assets.
So pick what's right for you, and take the first step to a better investing journey.
Products
Investors are offered different choices by risk and return:
Our flagship investment research service is The Multi Asset Investor, comprised of two model portfolios, Whisky and Soda.
- Soda Portfolio is a medium-risk, long-term, low-turnover portfolio that invests in diversified large-cap stocks, funds, exchange-traded funds (ETFs), and investment trusts.
- Whisky Portfolio, a medium- to high-risk, tactical, actively traded portfolio, investing in mid to large cap stocks in developed markets, investment trusts, global ETFs and bitcoin.
Separate to these, we have a Quality Equity strategy
- ByteTree Quality runs a medium-risk portfolio, for long-term investors, recommending 20-30 of the world's best companies, with deep dives, active model portfolio management, and market/performance updates.
Then, we have one higher risk strategy, for more advanced investors.
- Venture, high-risk, tipsheet investing in global small, mid and large cap stocks in developed and emerging markets. It could also cover other asset classes. It is only available to our Pro clients.
Beyond that, we also offer market intelligeence, cryto research, and fund products.
- ByteTree Global Trends, a global market intelligence platform, our home for trend following and momentum investing, offering free and paid insights on the most powerful trends in financial markets.
- ByteTrend.io, a trend-following system that serves as a radar across financial markets, providing investors with a sense of where risks and opportunities lie.
- The Adaptive Allocation Report, a medium-risk, tactical, actively traded portfolio investing in global ETFs based on their trend strength.
- ByteFolio, an ultra-high-risk, tactical, actively traded portfolio investing in crypto tokens.
- Finally, ByteTree is the creator of the BOLD Index, which blends Bitcoin and Gold on a risk-weighted basis. The 21Shares BOLD ETP (BOLD) is listed across Europe.
ByteTree Product Overview
Quarterly Performance
We publish the performance of each portfolio each quarter, giving prospective clients full transparency. These include our latest views on the state of global markets.
View our latest performance results and commentary here:
Charlie Morris
History
Charlie Morris and Mark Griffiths started ByteTree Group, the parent company of ByteTree, in 2013 as a research project to analyse the Bitcoin blockchain. Charlie was a multi-asset fund manager at HSBC Global Asset Management, and Mark was an experienced, award-winning full-stack developer. As we shifted towards research and asset management, in 2019, Laura Johansson joined to drive the company’s marketing initiatives and manage content.
In 2020, we created the BOLD Index, which blends Bitcoin with Gold. It had become evident to us that these assets were a natural fit as Bitcoin performs best in the good times and gold in the bad.
In June 2021, ByteTree launched investment research, starting with Atlas Pulse on gold and ATOMIC on Bitcoin, followed by ByteFolio, a service that aims to identify the leading crypto token projects.
Then, in August 2022, Robin Griffiths and Rashpal Sohan brought the celebrated Adaptive Asset Allocation newsletter onto the platform.
Shortly after, in October 2022, Charlie Morris commenced publication of The Multi-Asset Investor, a continuation of the widely followed Fleet Street Newsletter, of which he had been an editor since 2016. It is our flagship service, and its 10-year track record can be found in the Quarterly Report above.
In September 2023, Charlie launched Venture, our opportunistic value and momentum strategy, and in 2025, ByteTree Quality, supported by a new team member, Kit Winder CFA.
On the data side, Mark developed numerous tools designed to help investors on their way. There was the gold valuation model, fund flow information for gold and Bitcoin (boldetf.com), and later, ByteTrend.io, a trend-following system that identifies winners and losers in stocks, ETFs, FX, commodities and crypto.
Is ByteTree For You?
ByteTree is here to help you manage your investments through research, tools, and products.
There is plenty to choose from, and we deliver something for everyone.
To read what our clients think, please have a look at the feedback on our Trustpilot page.
The best way forward is to get to know us by signing up for our free mailing list and following our free market and investment commentary.
You can also have a look at our YouTube channel, full of expert interviews, or our Twitter or LinkedIn accounts.
Or, to find out more about the investment philosophy and track record of our flagship investing strategy, The Multi Asset Investor, click below.