Venture: Farewell 2025
Issue 101;
It has been another good year for ByteTree Venture, but also a transformative year. When this service was launched in September 2023, the focus was on undervalued small- and mid-caps mainly in the UK. This year, we broke that link and now derive ideas from the Global Trends models, seeking global undervalued stocks that are set to move higher.
The other notable change was a shift from a target holding period of less than one year to a survival-of-the-fittest approach, whereby the strongest 25 to 30 companies are left to run. Since there is an idea most weeks, that means periodically culling the weakest links. I feel this is a positive development.
2025 has seen great strength in our gold and silver stocks and other exciting themes, such as space travel. We travelled to Poland, Canada, the USA, Japan, France, Hong Kong, and Denmark, embracing sectors including biotech, energy, retail, auto, and mining. This is the most exciting research service at ByteTree, which continues to improve.
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Investment Director: Charlie Morris. Editors or contributors may have an interest in recommendations. Information and opinions expressed do not necessarily reflect the views of other editors/contributors of ByteTree Group Ltd. ByteTree Asset Management (FRN 933150) is an Appointed Representative of Strata Global Ltd (FRN 563834), which is regulated by the Financial Conduct Authority.
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