Insights on Innovations, Evolutionary Shifts, and Secular Trends

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
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...
Quality Innovators: Growing Rapidly and On Sale
February 25, 2022
We know it has been a volatile period in the markets over the past six and twelve months, particularly for growth and innovation-focused strategies. Given this backdrop, we provide an expanded blog post to discuss the drivers of the recent volatility and the reasons why we remain confident in our innovation-focused strategy. Despite the recent pullback in growth and innovation stocks, we believe the underlying portfolios are actually in great...
Evolutionary Tree’s Flagship Innovation-Focused Strategy Again Achieves Top Ranking Within PSN’s Large-Cap Growth Universe
December 14, 2021
For the third consecutive period, our innovation-focused portfolio, Beagle Leading Innovators, ranked #1 in the PSN Large Cap Growth Universe over the three-year period ending 9/30/2021. *See important information below about gross and net performance.
Big Innovation Has Impact: Driving Evolutionary Shifts and Creating Competitive Advantage
November 12, 2021
In last week’s blog post, The Power of Innovation to Drive Sustainable Growth and Returns, we shared evidence from various academic and consultant-driven studies supporting the notion that innovation drives sustainable growth and long-term returns. This week, we continue the conversation and provide examples of portfolio holdings we feel provide further evidence that big innovations can have a big impact on returns.
The Power of Innovation to Drive Sustainable Growth and Returns
November 05, 2021
At Evolutionary Tree Capital Management, we believe investors are wise to harness innovation to power their portfolios. Why? Simply put, innovation is what sustains growth for companies and drives stock returns over the long term. In the first of a two-part blog post highlighting the impact of big innovation, we share evidence from various academic and consultant-driven studies that support this theory and profile examples of companies with...

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The information and views expressed herein are provided for informational purposes only and do not constitute investment advice. Past performance does not guarantee future results. Any projections, outlooks, or estimates contained herein are forward looking statements based on specific assumptions that are current as of the date indicated, subject to change without notice, and should not be construed as indicative of any actual events that have occurred or may occur. The inclusion of particular investments is not intended to represent, and should not be interpreted to imply, a past or current specific recommendation to purchase or sell a security and should be considered in the context of an overall portfolio. Investing in equity securities involves risk and principal loss is possible. Nothing contained herein constitutes investment, legal, tax, or other advice and should not be relied upon in making an investment or other decision. Investors should always obtain and read up-to-date investment services material before deciding whether to appoint an investment advisor.