Venture: Portfolio Update
In the latest monthly review for ByteTree Venture, we cut the weakest links and update clients on recent corporate developments.
Latest
Venture: Energy in High-Growth Countries
Our global trends models have highlighted strength in the energy sector. Despite the low oil price, earnings have been resilient, so I've selected an undervalued energy stock exposed to high-growth countries.
Venture: LATAM Natural Resources
This week’s GTI models showed strength in Brazil. The market is cheap and has historically moved in sync with commodity prices.
Venture Gold Update
With the recent correction in the gold price, I am updating ByteTree Venture clients on the gold mining stocks.
Venture: Portfolio Update
Today, we are taking extensive action, and, therefore, portfolio changes will now be below the cut-off.
Venture: Asian Conglomerate
The Asian recovery is upon us. The MSCI Asia Index ex Japan has been lagging the world since 2010, but that has turned. Led by Hong Kong and Singapore, Asian stocks are starting to deliver.