Insights on Innovations, Evolutionary Shifts, and Secular Trends

Stick with Secular Growers Versus Chasing the "Re-Opening Trade"
May 06, 2021
While investors are focused on the topic du jour of the “re-opening trade,” we remain focused on longer-term opportunities represented in the portfolio, which are multi-year in nature and driven by the adoption of innovations and secular trends. These are the types of opportunities that will not only benefit from a strengthening economy but can also grow for years beyond that.  Despite the “Re-Opening Trade,” We Remain Focused on Owning Leading...
Meet the Team - Jonathon Ansley
April 15, 2021
Here at Evolutionary Tree Capital Management, innovation-focused investing is what we do. We also believe the best partnerships are built upon strong relationships between people. This is why we have penned a “Meet the Team” blog series which is designed to help you to get to know us better.  Here is a quick and fun Q&A to get to know Jonathon Ansley better. Behind the Portfolio: Jonathon Ansley, CFA Meet Jonathon Ansley, Senior Research Analyst...
Secular Growth in a Rising Rate Environment
April 08, 2021
Recently, market participants have expressed concern over rising inflation expectations leading to higher interest rates, thus raising input costs, crimping margins, and potentially impacting valuations for some companies. Technology stocks in particular have seen an uptick in volatility and indices such as the Nasdaq Composite have given back some of their gains since peaking in early February. We certainly acknowledge the rising interest rate...
Evolutionary Tree Wins Multiple 1st Place PSN Top Guns Awards
March 17, 2021
We are proud to report that our three innovation-focused portfolios, Beagle Leading Innovators, Humboldt Global Innovators and Darwin Emerging Innovators, continue to deliver considerable value on both a relative and absolute basis for our clients. All three strategies won PSN 2 Star (meaning trailing one-year) Top Guns awards for the period ending December 31, 2020, including multiple first place rankings. While the awards were for the one-year...
Innovation Is Not Going to Stop
February 24, 2021
In a recent conference call featuring Evolutionary Tree President, CIO and Portfolio Manager Thomas Ricketts, CFA and Havener Capital Partners Founder and CEO Stacy Havener, Mr. Ricketts was asked about the prolonged outperformance of innovative growth stocks and whether he believed it was sustainable. Read his response below. “Every investor is trying to navigate an evolving economy. What does that mean? It means every industry is structurally...
Will Innovation Still Offer Growth and Investment Opportunity in the Future? Part 2
February 17, 2021
In part one of our blog series on this topic, we explored how the pandemic lockdown has accelerated the adoption of innovative digital products and services and compressed 2-3 years of adoption into 2-3 months for certain offerings, as illustrated below. This has been especially true for innovations in e-commerce, cloud computing, cloud-based IT security, and digital games, among others. Just because we jumped up the S-curve of adoption doesn’t...
Will Innovation Still Offer Growth and Investment Opportunity in the Future? Part 1
February 10, 2021
We know that investors are curious about our views on where we go from here after such a strong year in 2020. There is no doubt that COVID lockdowns accelerated the adoption of many innovations represented in the portfolio. We continue to see the same accelerating trends that we shared in our recent client letter discussing the “Great Digital Acceleration.” The following text is an excerpt from our client letter and is a great reminder of how we...
Why Boutiques Have an Advantage in the Age of Innovation
January 21, 2021
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.
Top 3 Blogs of 2020
January 06, 2021
Have you noticed how the recession of 2020 actually accelerated the future in terms of advancing certain secular growth trends? Cloud computing, e-commerce and video streaming all provided solutions and cost-saving efficiencies throughout the year, and investments in many companies tied to these trends performed well. Our thought leadership pieces related to innovation were among the most popular pieces we published in 2020. Below, we invite you...
Evolutionary Tree Ranks in Top 1% of PSN Peer Groups
December 17, 2020
Editor's Note: The post below was originally published December 17, 2020, but has been updated to make it more comprehensive. We are proud to report that our two flagship innovation-focused portfolios, Beagle Leading Innovators and Humboldt Global Innovators, continue to deliver considerable value on both a relative and absolute basis for our clients. Just five months shy of reaching its three-year track record, we believe the Beagle Leading...

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