Insights on Innovations, Evolutionary Shifts, and Secular Trends

Books That Inspire Us: Where the Money Is
October 21, 2022
In our blog series, Books That Inspire Us, we share our favorite book titles, why we like them, what we learned from them, and how they inspire the work we do here at Evolutionary Tree Capital Management. In this blog post, Evolutionary Tree Research Analyst Christina Clark reviews Where the Money Is: Value Investing in the Digital Age, by value investor Adam Seessel — a book that offers a fresh perspective on traditional valuation frameworks.
Growth Is the New Value
September 22, 2022
While many investors are currently focused on near-term macro headwinds, we believe innovation can still drive growth for leading innovators and remains critically important for long-term investors. Innovation is not going out of style or losing its importance. We believe many of the macro headwinds are mostly discounted in current valuations for quality innovative businesses, and we share examples below on the disconnect between the strength of...
Books That Inspire Us: A New Blog Series Featuring Our Team’s Favorite Reads
September 08, 2022
At Evolutionary Tree Capital Management, we get inspiration from a variety of sources. Books are some of the best sources, especially for long-term investors, as they often touch on timeless topics, help inform one’s investment approach, and provide perspective for investors. In our new blog series, Books That Inspire Us, we’ll be sharing our favorite book titles with you, along with why we like them, what we learned from them, and how they...
Technology: The Solution to Labor and Inflation Problems
August 18, 2022
The recent pullback in technology stocks has led some investors to surmise that growth at these companies has slowed dramatically or that many have experienced significant business issues. Worried about the impact of inflation on the economy and tech stock valuations, many investors have sold growth and tech stocks. Although we certainly acknowledge rising inflation, spurred on by a combination of reopening economies, labor shortages, and supply...
The 2020s are Not 1999: Today’s Unique Opportunity in Quality Software and Cloud Stocks
June 30, 2022
In today’s market environment—what has become a true bear market for growth and technology stocks—some investors believe software stocks remain overvalued. Hearing echoes of the dot-com era, they worry the current cloud era will meet a similar fate. As an asset manager with more than 25 years of experience and a deep understanding of innovations that are driving the evolution of industries and the economy, my observations lead me to conclude...
Quality Innovators: Resilient Fundamentals in the Face of Inflation
June 21, 2022
Last week, the Federal Reserve raised its benchmark short-term interest rate by three-quarters of a percentage point (75 basis points) – the largest rate increase in two decades and the third rate hike in under three months. These measures, which are widely anticipated to be followed by as many as four more rate hikes in 2022, are part of the Fed’s strategy to rein in record-high inflation. Several factors have driven inflation to its current...
Finding Innovation Beyond Just Technology
April 14, 2022
While technology can accelerate innovation, technology and innovation are not synonymous. Technology, such as new software, component, or hardware offerings (what some call “tech enablers”) is just one type of innovation employed by leading innovators to sustain growth. As innovation investors, we cast a wider net in our search for leading innovators. We look both within and beyond the technology sector for innovations in products, services,...
Why Boutiques Have an Advantage in the Age of Innovation
March 22, 2022
We are often asked the question: How do you describe the advantage that investment boutiques have over larger asset managers, and how does innovation investing play to these advantages? Let’s briefly define boutiques first and contrast them with larger firms.
Evolutionary Tree’s Innovation-Focused Strategies Rank in the Top Quartile of Their PSN Peer Universes
March 10, 2022
We are pleased to announce that our flagship innovation-focused portfolio, Beagle Leading Innovators, delivered top quartile performance relative to the PSN Large Cap Growth Universe since its inception over four years ago. *See important information below about gross and net performance.
Lessons We Can All Learn From: Women in Investing
March 08, 2022
More women are investing today than ever before, and 9 in 10 are actively planning to increase their investments in the next twelve months. As more women participate in the market, there is a growing body of evidence around their characteristics as successful investors. One of the most intriguing ones being: on average, women tend to outperform men, according to a large study by Fidelity. We were intrigued by these results and wanted to learn...
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