Brooktree Capital Management, based in Grand Rapids, MI, is an investment firm that aims to compound client capital and outperform market averages over long periods of time. Founded in 1996, the company is owned and managed by Brian R. Ellis and Hunter E. Lewis, CFA, who bring extensive experience in investment management and a focus on high-quality publicly traded businesses to their concentrated portfolio approach.
With Brian overseeing capital allocation and Hunter driving investment research and portfolio management, Brooktree Capital Management conducts extensive research to identify exceptional businesses and seeks to pay a fair to discounted price when making investments. Their approach focuses on the attributes of the business rather than broader market noise, aiming to achieve superior long-term results and decreased risk for their clients through separately managed accounts.
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