STA Monthly Meeting – May 2010
Charlie last spoke to the STA 2007 about relative strength. At that time, his equity fund had returned 30% in 2007, which was 20% ahead of the market with lower volatility. In 2008, however, the reverse occurred and momentum strategies had their worst year in a generation. Charlie will discuss his experiences; his past successes and failures, with the intent to help the audience better understand the strengths and weaknesses of technical analysis. He will also explain his “five styles” investment process whereby each style requires an entirely different investment approach. Whilst two styles embrace technicals, one is agnostic and the other two shun it.
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.
Next STA Meeting
STA Meeting – November 2025
Future STA Meetings
STA Meeting – November 2025
STA Christmas Party & AGM
AGM for Full Members only (20 – 30 min at most)
All members welcome to the Christmas Party which will follow the AGM – please book in members area
Latest Blog Posts
- Trust Me, I’m a Technical Analyst by Trevor Neil: Why Charting Is as Important Now as Ever
- Why Networking Still Matters: Reflections from the STA Drinks at the National Liberal Club
- Fireside Wisdom: Clive Lambert in Conversation with Tony LaPorta
- Understanding Triple RSI Divergence: A Potential Warning Sign for the S&P 500
- Unlock Your Potential in Finance: Join the Society of Technical Analysts – No Qualifications Required











