Quality: Staying True
Other than high growth stocks, at least while it lasts, few stocks like higher rates, but quality stocks have a history of proving resilient in a crisis.
Kit Winder
Latest
Venture: Easing Off
A weak patch doesn’t mean a crash is coming, but every crash was preceded by one. Hence, the current odds of something bad happening have risen.
ByteTree Quality Monthly Update: September 2026
The ByteTree Quality portfolio saw limited impact from rising oil prices in early September.
Venture
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ByteTree Venture: Our Value and Momentum Strategy Explained
In this webinar, Charlie and Kit unpacked how Venture’s value-and-momentum process works in practice.
Venture: Sugar Rush
Sugar prices are finally rising again, and this time, rather than the commodity, I have found a producer with high operational leverage.
Quality Q2 2026 Results Update
Overall, our companies have reported good results. As a group, they have continued to grow cash flows and sharpen their competitive advantages.