Inside Our First Year of Building a 25-Stock Quality Portfolio
In this Q2 2026 Review webinar, we discuss our Quality investing strategy, who it's for, why we launched it, why now, and what makes a great company.
Kit Winder
Latest
Venture: European Chemicals
After a prolonged consolidation, the European Chemicals sector is on the move, and this company just reported its best quarter in years.
Venture: Gold Mining
The gold bull market may be on the verge of resuming. If that’s the case, we want to be a part of it. For today's stock addition, we look to southern Africa.
ByteTree Quality Quarterly Review: A Strong Start
In July 2026, we added our final stock to the Quality Portfolio. Company selection was paramount, combined with timely entry points.
Venture: US Financial Software
The global market rotation has been strong since May, particularly in the USA. Now, the market leaders are struggling while the weakest trends are bouncing back.
Venture: USA Software
The idea was that software would be disrupted by AI. We believe that view was overdone, and now the market agrees.