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.
His interest in gold dates back to the late 1990s; a time when it was a long-forgotten and widely ridiculed asset class. He developed a gold regime model in 2010 and a gold valuation model in 2013. This work has been published by the World Gold Council and the London Bullion Metals Association (LBMA). Charlie’s views on gold have been recorded in “Atlas Pulse”. He has an enviable track record in the gold market calling for a bear market in early 2013, and a bull in December 2018.
His interest in Bitcoin came about in 2013. He recognised that its value would be linked to the network effect, and in a plight to understand the network activity, he founded the parent company, Crypto Composite Ltd (Bytetree.com) along with Mark Griffiths. By collecting real-time blockchain data, he built regime and valuation models for Bitcoin, not dissimilar to his approach to gold. The longer-term aim was to build a world class crypto data platform. He was a vocal bull in Atlas Pulse in 2015, when the price of Bitcoin was a little over $200. You can follow his more recent thoughts in the ByteTree Insights where he writes a weekly column.
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 until (1998 to 2015) where managed $3bn of assets.
Prior to fund management, Charlie was an officer in the Grenadier Guards, British Army. Charlie is also the editor of the leading UK investment newsletter, The Fleet Street Letter (est 1938) since 2015. While not working, he can often be found somewhere in the North Sea.