STA Monthly Meeting – May 2010
Charlie last spoke to the STA 2007 about relative strength. At that time, his equity fund had returned 30% in 2007, which was 20% ahead of the market with lower volatility. In 2008, however, the reverse occurred and momentum strategies had their worst year in a generation. Charlie will discuss his experiences; his past successes and failures, with the intent to help the audience better understand the strengths and weaknesses of technical analysis. He will also explain his “five styles” investment process whereby each style requires an entirely different investment approach. Whilst two styles embrace technicals, one is agnostic and the other two shun it.
Charlie Morris is the chief investment officer at ByteTree Asset Management (BTAM). He is a lead portfolio manager and develops both crypto and traditional investment strategies for BTAM. He has 23 years’ experience in fund management, where he has built a reputation for managing actively managed, multi-asset portfolios, with an emphasis on efficient diversification and risk management. Although well versed in traditional asset classes, Charlie is best known for his expertise in alternative assets, notably gold and Bitcoin.
Next STA Meeting
STA Monthly Meeting – April 2025
Future STA Meetings
STA Monthly Meeting – May 2025
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