Focused Small-Cap Value Investing

ValueTree manages a concentrated portfolio of 8-12 carefully researched, small-cap stocks.

Our strategy has low correlation to major market indices.

And most importantly, ValueTree is commited to our clients’ success. We are 100% personally invested alongside our clients.

Focused Small-Cap Value Investing

ValueTree manages a concentrated portfolio of 8-12 carefully researched, small-cap stocks.

Our strategy has low correlation to major market indices.

And most importantly, ValueTree is commited to our clients’ success. We are 100% personally invested alongside our clients.