A Breath of Fresh Air
When seeking quality companies, the predictability of future earnings is a key consideration, alongside the resilience of sales during all
Kit Winder
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Venture: Portfolio Update
These are good times for global stock pickers, and in this issue, I provide an update on our holdings in Venture.
Curing the Sugar Disease
Today's addition dominates one of the most promising new markets in healthcare for the coming decades, and a return to outperformance looks likely.
Venture: European Healthcare
This stock stood out because after a prolonged period of malaise, things are turning up. Not only that, but it also comes at a low valuation and is in a sector that is on the mend.
Locked into Tech
We have identified a leading company in a core market for AI applications that we believe is of high quality and trades at a sufficient discount to merit inclusion in the ByteTree Quality portfolio.
ByteTree Quarterly Investor Letter – Q4 2025
In this Q4 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since January 2016. I shall also touch on some of our other services.