Yellow Tree Fund
Disciplined, research-driven investing
We focus on fundamental, bottom-up research to build concentrated positions in high-quality businesses.
Our process prioritizes unit economics, management incentives, and structural industry advantages.What We Look For
Durable moats, resilient cash flows
We pair deep research with disciplined risk controlsโsizing, downside scenarios, and catalystsโto protect capital.Risk Management
Position sizing and scenario analysis