Brooktree Capital Management seeks to compound client capital and outperform the market averages over long periods of time. We do so by investing in high quality publicly traded businesses via a concentrated portfolio.
Founded in 1996, Brooktree Capital Management is owned and managed by Brian R. Ellis and Hunter E. Lewis, CFA.
Their unique skillsets combine to create a compelling investment approach.
Brian R. Ellis
Brian oversees capital allocation at Brooktree Capital Management. He has over 25 years of investment management experience and previously owned and operated a Midwestern food processing company. His “in the trenches” real world business experiences plus strong academic background combine to provide a unique skill set from which to make capital allocation and investment decisions. Brian 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
Hunter drives investment research and portfolio management at Brooktree Capital Management, with a distinct focus on high quality businesses with enduring competitive advantages. This approach originated through the creation of a concentrated equity strategy for ultra-high net worth and family office clients. Hunter has over 12 years of investment management experience. He is a graduate of Grand Valley State University and he has earned the right to use the Chartered Financial Analyst (CFA) designation. Hunter has held numerous leadership positions within the CFA Society of West Michigan, including his current position as president.
Approach
Brooktree Capital Management seeks to compound client capital at a better than market average rate over long periods of time. We do so using the below approach:
- We conduct extensive research to identify exceptional businesses and concentrate in our best ideas.
- When making an investment we seek to pay a fair to discounted price.
- Permanent loss of capital is the risk we guard against, not volatility.
- Our approach leads us to generally ignore broader market noise and focus on individual equity securities.
- We are agnostic to market cap, industry classificaiton, and style box.
- We believe focusing on the atrributes of the business, and not over paying, will result in superior long term results and decreased risk.
- We implement all of this via separately managed accounts.
If our approach resonates with you and you would like to learn more, please contact us.
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.
Brian & Hunter
Brooktree Capital Management
P.O. Box 6367
Grand Rapids, MI 49516
616.774.3159