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Investment Management Overview

Cherry Tree, through its affiliate, Adam Smith Management (an SEC Registered Investment Advisor), seeks to deliver superior returns to our investors by identifying and developing companies with sustainable business models that can grow over very long periods of time. We make a significant time and resource commitment to both the business strategy and its CEO.

For those parties who qualify, Cherry Tree employs two primary investment strategies: in our affiliate, Adam Smith Fund, we manage a focused portfolio of publicly traded investments in entrepreneurially-managed companies, and we occasionally create partnerships that invest in the securities of a single company.  Our CEO Driven investment philosophy and our emphasis on building companies organically is a common theme in both strategies.
 

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