Insights on Innovations, Evolutionary Shifts, and Secular Trends

The Power of Evolution to Create Long-Term Opportunity
July 16, 2021
How evolution at different levels – driven by innovation – drives change and progress Most investors know that the economy is experiencing accelerating change and intuitively understand that this change can create both opportunity and risk. But how does this change play out, and what drives this process? Most importantly for investors is the question: How can I harness this change for long-term value creation? We have developed a unique model...
Why Allocate to Innovation?
July 01, 2021
As a featured presenter during Boutique Week™, a virtual event hosted by Havener Capital in May that included candid conversations with boutique investment managers, Evolutionary Tree CIO and Portfolio Manager Thomas Ricketts shared why he believes innovation investing may emerge as the third investment style, alongside growth and value. By identifying innovations on the boundary of progress, or what Mr. Ricketts refers to as the innovation...
Meet the Team – Christina Clark
June 24, 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 Christina Clark better.
Evolutionary Tree Celebrates 3-Year Track Record for Its #1-Ranked Growth and Innovation Strategy
June 17, 2021
We are very proud to report that our flagship innovation-focused portfolio, Beagle Leading Innovators, recently hit its three-year anniversary as of 3/31/21 and is the top-performing strategy in the PSN Large Cap Growth Universe over the trailing three-year period.
Navigating Change: Finding Investable Innovation
June 04, 2021
In a fast-moving, 21st century economy, innovation permeates our lives. In the past year alone, we’ve found and developed multiple vaccines for a novel virus that threated society. That’s innovation. In response to that virus, we’ve found news ways to conduct school and work from our living rooms. That’s innovation. We’ve also found new ways to shop and entertain ourselves. That’s innovation. In an ever-changing world, those examples are just...
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.
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.
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...

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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.