How can you expect to Out-Perform the market,
if your portfolio looks exactly like the market?

In our opinion, many investors are over-diversified.

Funds can often hold as many as 100+, 200+, or even as many as 2,000+ underlying positions.
We think it is impossible to monitor that many companies at one time.

Our concentrated portfolio of 8-12 carefully researched, small-cap stocks provides sufficient diversification, and does not dilute our best ideas.

Become a ValueTree client today!

How can you expect to Out-Perform the market,
if your portfolio looks exactly like the market?

In our opinion, many investors are over-diversified.

Funds can often hold as many as 100+, 200+, or even as many as 2,000+ underlying positions.
We think it is impossible to monitor that many companies at one time.

Our concentrated portfolio of 8-12 carefully researched, small-cap stocks provides sufficient diversification, and does not dilute our best ideas.

Become a ValueTree client today!