Founder & CIO, ByteTree
Charlie Morris is the founder of ByteTree. He has 25 years’ experience in fund management, where he has built a reputation for actively managed, multi-asset portfolios with strong risk management. He currently manages the Soda and Whisky Portfolios at ByteTree through the Mulli Asset Investor, which is popular with retail investors.
Although an expert in traditional assets, Charlie is better known for his enthusiasm for gold and Bitcoin (BOLD). ByteTree Asset Management has a BOLD ETF listed in Switzerland (BOLD SW), which combines the world’s two most liquid alternative assets on a risk-adjusted basis. Due to their natural low correlation and high dispersion, the results of this combination have been truly spectacular.
In previous roles, Charlie was the head of Multi Asset at Atlantic House Fund Management until June 2020, where he managed Total Return Fund. At the time of his departure, his fund ranked 1st out of 47 funds in the Trustnet multi-asset, absolute return sector. Before that, he was the Chief Investment Officer at Newscape (2016 to 2018) and the Head of Absolute Return at HSBC Global Asset Management (1998 to 2015) where he managed $3bn of assets.