We will be the first to admit that our approach is unique, and not for everyone.

 

Brooktree Capital Management seeks to preserve and compound wealth over long periods of time. We do so by investing in high quality businesses at attractive prices relative to their estimated value.

Founded in 1996, Brooktree Capital Management is operated by Brian R. Ellis and Hunter E. Lewis, CFA. We maintain a highly customized approach to investing that seeks to compound wealth over long periods.

Brian R. Ellis

President

Brian R. Ellis, President of Brooktree Capital Management, is a lifetime native of West Michigan. He has a Bachelor of Business Administration degree from the University of Notre Dame with a major in accountancy, and a Masters of Business Administration (MBA) from the University of Michigan with a concentration in Finance. Brian believes in public service and giving back to the community and has served as a volunteer in various community organizations.

Hunter E. Lewis, CFA

Vice President - Portfolio Manager

Hunter drives the investment selection process at Brooktree Capital Management, with a distinct focus on long term, fundamental, value investing. He is a graduate of Grand Valley State University and he has earned the right to use the Chartered Financial Analyst (CFA) designation. Hunter is a native of West Michigan and has held numerous leadership positions within the CFA Society of West Michigan, including his current position as president.

Approach

We preserve and compound capital by investing in high quality businesses with unique competitive advantages that should generate higher than average returns on invested capital over long periods of time. When making an investment in a business, we seek to pay a fair to attractive price relative to our estimate of value. Our approach leads us to ignore broader market noise and focus on individual securities, instead of mutual funds and ETFs, to generate long-term success.


We implement all of this on your behalf by careful and deliberate investment selection, minimizing taxes and transaction costs, and by allowing the power of long-term compounding to take hold.


If our approach resonates with you we would like to hear from you.

Contact

Relationships and results make all the difference when it comes to investments. We are confident that you will be pleased with both at Brooktree Capital Mangement.


Please contact us using the contact form or information below so that we can learn more about you and your situation.


Brian & Hunter

Brooktree Capital Managment

P.O. Box 6367

Grand Rapids, MI 49516

  616.774.3159

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