Michael Hyde

Iโm passionate about investing and understanding how businesses create long-term value. During my time as Chief Investment Officer of the University of Miamiโs Student Managed Investment Fund, I led the team managing approximately $2 million in assets and worked to strengthen the fundโs research and portfolio management process. I focused on developing disciplined valuation models, refining our investment pitches, and fostering an environment where ideas were challenged and debated on their merits.
Today, Iโm focused on building a personal track record through the Yellow Tree Fund, where I publish institutional-quality research and invest my own capital with a long-term, fundamentals-driven approach. I look for companies with durable advantages, sound management, and clear pathways to compounding value over time โ always guided by the same discipline and curiosity that first drew me to investing.
