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ValueTree Investments, LLC - Watch your money grow

ValueTree Investments, LLC manages a Focused, Small-Cap Value Investing strategy.

http://www.valuetreeinvestments.com/

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ValueTree Investments, LLC - Watch your money grow | valuetreeinvestments.com Reviews
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ValueTree Investments, LLC manages a Focused, Small-Cap Value Investing strategy.
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ValueTree Investments, LLC - Watch your money grow | valuetreeinvestments.com Reviews

https://valuetreeinvestments.com

ValueTree Investments, LLC manages a Focused, Small-Cap Value Investing strategy.

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1

ValueTree Investments, LLC - Watch your money grow

http://www.valuetreeinvestments.com/history.htm

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.

2

ValueTree Investments, LLC - Watch your money grow

http://www.valuetreeinvestments.com/performance.htm

ValueTree has built a strong track record for making sound investment decisions. Some examples of our investment decisions include:. Rocky Brands, Inc. (RCKY). Manufacturer of boots, and specialty non-slip footwear. Growing revenue and improving profit margins. Interval Leisure Group, Inc. (IILG). Operates a major time-share exchange network. Recurring revenue stream and strong pricing power. Ruth's Hospitality Group, Inc. (RUTH). Operates high-end Ruth's Chris steakhouses.

3

ValueTree Investments, LLC - Watch your money grow

http://www.valuetreeinvestments.com/index.htm

Welcome to ValueTree Investments, LLC. ValueTree Investments, LLC manages stock portfolios for individuals, retirement accounts (including IRAs), trusts, and corporations. We are excellent stock pickers, and our strategy has the potential to earn high returns. Our Focused Small-Cap Value Investing. Approach is unique from many other investment managers, and we have built a strong track record for making sound investment decisions. And most importantly, ValueTree is commited to our clients' success.

4

ValueTree Investments, LLC - Watch your money grow

http://www.valuetreeinvestments.com/strategy.htm

ValueTree's Focused Small-Cap Value Investing. Strategy is unique from many other investment managers. We manage a concentrated portfolio of 10-12 stocks. We invest in small-cap companies with market valuations below approximately $1 billion. And we conduct intense fundamental research to estimate each company's long-term intrinsic value. Our conservative portfolio management. We manage a concentrated portfolio of 10-12 stocks. In our opinion, many investors are over. How can you expect to out. You canno...

5

ValueTree Investments, LLC - Watch your money grow

http://www.valuetreeinvestments.com/team.htm

Jeff L. Sutton, CFA. Founded ValueTree Investments, LLC in 2009. He has over 15 years of investment experience, having worked as an equity analyst in the hedge fund and venture capital industries, as a project manager with a family office, and as an investment banking analyst. Mr Sutton earned the Chartered Financial Analyst (CFA) designation in 2003. Academically, Mr. Sutton graduated summa cum laude. ValueTree was published in the November 2013 issue of the Value Investing Letter.

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