STA Monthly Meeting & Christmas Party – December 2012
Charlie will discuss his thoughts on the strategic and tactical allocation to gold. There are six strategies, of which five could be described as technical. He will give an applied example (in this case gold) how a flexible model can be constructed using a range of different parameters. The aim is to identify a bull market with longer term models and then position size using tactical models. The final result is an efficient portfolio with a strong attention to risk and reward without over trading. Not one model analyses the gold price in dollars.
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.
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STA Monthly Meeting – April 2025
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