ValueTree Investments, LLC - Watch your money grow

Investment History

ValueTree began managing investment portfolios on September 1, 2009. As we built the initial portfolio, we concluded that we would rather hold cash, than invest haphazardly simply for the sake of being "fully invested." We selectively added new investments one company at a time, drawing down our cash balance over time.

As a result, our Internal Rate of Return (IRR), calculated excluding cash, represents the best measure of our investment decisions to date.

ValueTree has earned a 21% annualized IRR on all of the investments we have made since our inception.

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Recent Accomplishments

ValueTree was published in the November 2013 issue of the Value Investing Letter

ValueTree was published in the January 2012 issue of the Value Investing Letter