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my-journey-in-finance

My Journey in Finance: The Momentum Crash

My Journey in Finance: The Momentum Crash

This series introduces my experiences with momentum investing. I kicked off with Why Momentum Works, then How to Build a Momentum Fund, and last week, Riding the Escalators. Please take a look at these before you continue. So far, we have covered the basics of momentum investing, a form of
Charlie Morris Nov 3, 2024
My Journey in Finance: Riding the Escalators

My Journey in Finance: Riding the Escalators

This series introduces my experiences with momentum investing. I kicked off with Why Momentum Works and, last week, How to Build a Momentum Fund. Please take a look at these before you continue. There are many effective equity investment strategies such as quality (great companies over the long term), value
Charlie Morris Oct 27, 2024
My Journey in Finance: How to Build a Momentum Fund

My Journey in Finance: How to Build a Momentum Fund

Last week, I kicked off this new series by introducing why momentum works. Please have a look at Why Momentum Works before you carry on. To build a global momentum fund, you can’t look at every stock in the world; you have to cut that down to size. Too
Charlie Morris Oct 20, 2024
My Journey in Finance: Why Momentum Works

My Journey in Finance: Why Momentum Works

In this new series of articles, My Journey in Finance, I wanted to explain why the ByteTree investment process is what it is. It is built on personal experience, having begun my investment journey as an amateur in 1992 and professionally since 1998. In that time, I have come across
Charlie Morris Oct 13, 2024

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