How we work
Rigorous research at the heart of our process
Our investment methodology combines fundamental research, experience and sound judgement to build resilient and consistent portfolios over the long term.
A multidisciplinary team of experts
Analysts, portfolio managers, tax specialists, lawyers and wealth professionals working together to provide a fully integrated approach to wealth management.
Analysis: a core discipline
Analyzing a company requires a deep understanding of its business and a rigorous valuation process. At Value Tree, analysts and portfolio managers work side by side throughout the investment process. This collaborative approach enables us to identify undervalued companies and make disciplined investment decisions on behalf of our clients across portfolios, investment funds, and pension plans managed by Value Tree.
A firm built on research
Every investment decision is grounded in a disciplined and proprietary research process. Our objective is to identify attractive opportunities and build robust portfolios with a long-term perspective.
Value as an investment principle
We seek investments whose intrinsic value significantly exceeds their market valuation, applying a disciplined and patient investment approach.
Valuation with a long-term perspective
We evaluate companies and assets through a strategic lens, focusing on quality, sustainability and the ability to create value over time.
Frequently asked questions
Being a securities firm means being authorised and regulated to provide investment services with complete independence. We manage and advise on our clients’ wealth with a singular focus on their best interests.
Assets are held with leading financial institutions and always in the client’s name. Value Tree acts as the investment manager, making investment decisions within the agreed framework, but does not act as custodian of client assets. This separation between management and custody provides an additional layer of security and ensures that assets remain under the client’s direct ownership at all times.
The relationship is built on ongoing support. We analyse each client’s circumstances, define a tailored strategy and make investment decisions aligned with their profile and objectives, supported by continuous monitoring and regular reviews.
Our model enables decisions to be made free from conflicts of interest, supported by a holistic approach to wealth management and a team that researches, decides and guides clients every step of the way. The result is greater clarity, consistency and adaptability.