Principles + People
Cultivate Meaningful Relationships
WhiteTree’s mission is to deliver best in class asset management strategies to a select group of clients. We would rather do extremely well for a few clients than be average for many.
Transparency & Fairness
You cannot have meaningful relationships without trust. Being worthy of trust means always acting in the client’s best interest.
Risk is the Enemy
We believe that risk does not create wealth. It destroys it. In all our strategies we strive for superior risk adjusted returns through the thoughtful application of both security analysis and economic principles.