I hope you had a good Christmas. The New Year beckons, and 2026 is going to be another interesting year. During this quiet patch, I thought this would be a good time to share a recording of a conversation between Rashpal, Kit, and me on the Global Trends models and how they work.
This has been one of the most exciting developments at ByteTree this year. I have been using relative strength models for 25 years, but this has been a significant upgrade and drives the generation of investment ideas across our services.
By expanding the investment opportunity set from, say, 200 liquid UK stocks to over 2,000 worldwide, we have increased choice. No one can stay on top of so many companies, and this is where the Global Trends data set kicks in. It cuts through the chaff and helps us identify early global trends.
In this regard, ByteTree has lifted the bonnet on an important part of our investment process. I did that not to give away our secret sauce, but to be more transparent about what we do. Naturally, much of our process remains behind the scenes, because alongside relative strength, we study value, quality, growth, balance sheets, and many other things.
By using computers to their full potential, we are building a tool that will guide us for years to come. Not only do we benefit from a flow of ideas, but Global Trends gives us deep market intelligence. Where are the opportunities, and more importantly, where are the risks?
To be clear, ByteTree clients do not need to follow Global Trends, but I would like them to know that it’s there. I hope you enjoy our conversation.
Many thanks,
Charlie, Rashpal, and Kit
Editors, Global Trends Investor
