All Seasons
Equity

All Seasons
WhiteTree’s All Seasons strategy is a new take on an old concept – balanced diversification. Traditional asset allocation leaves most investors with lopsided portfolios.

For instance, because stocks carry much greater risk than bonds, a typical 60% Stock / 40% Bond portfolio has 95% of it’s risk coming from the stock market.

WhiteTree’s All Seasons strategy is designed to deliver a fundamentally balanced portfolio, so you can reap the returns of your investments through all economic seasons. Not just when the stock market goes up.


For more information, please contact us.
Micro-Cap Value
WhiteTree’s Micro-Cap Value strategy is designed to take advantage of market structure by investing in micro-cap securities that are underfollowed or overlooked by Wall Street.



Extensive fundamental research is used to construct a portfolio of 25 – 65 of the equity securities we believe to be trading at the highest discount to their intrinsic value.

For more information, please contact us.
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