Venture: US Financial Software
The global market rotation has been strong since May, particularly in the USA. Now, the market leaders are struggling while the weakest trends are bouncing back.
Latest
Venture: USA Software
The idea was that software would be disrupted by AI. We believe that view was overdone, and now the market agrees.
Venture: European Chemicals
Following this trade, the ByteTree Venture Portfolio will be invested across 31 different companies and commodities. This latest chemical stock will fit into industrials, where we already have 9% invested.
Venture: Energy
Currently, it’s all about the energy mix. Heating oil is a heavy product, similar to diesel and jet fuel, where the market is tight.
Venture: Recruitment
This latest idea trades 89% below the share price high in 2000. Turnarounds can be highly profitable opportunities.
Venture: Biotechnology
Issue 132; Biotech is still showing signs of strength, and we add another gem to the portfolio.