--- title: Evolutionary Tree Insights description: Subscribe to the new Evolutionary Tree blog for our latest views on investible innovation. --- [![Evolutionary Tree Capital Management](https://insights.evolutionarytree.com/hubfs/Evolutionary_Tree_Capital_October2019/Image/logo.png)](https://evolutionarytree.com/) - About - [Our Firm](https://www.evolutionarytree.com/content/about-our-firm) - [Our Mission](https://www.evolutionarytree.com/content/our-mission) - [Key Strengths](https://www.evolutionarytree.com/content/key-strengths-evolutionary-tree) - Philosophy - [How We're Different](https://www.evolutionarytree.com/content/What-Differentiates-Us) - [Core Beliefs](https://www.evolutionarytree.com/content/core-beliefs) - [Our Philosophy](https://www.evolutionarytree.com/content/our-philosophy) - Investment Approach - [Approach](https://www.evolutionarytree.com/content/investment-approach) - [Investment Process](https://www.evolutionarytree.com/content/investment-process) - [Risk Management](https://www.evolutionarytree.com/content/risk-management) - Team - [Our Team](https://www.evolutionarytree.com/content/our-team) - [Our Values](https://www.evolutionarytree.com/content/our-values) - [Giving Back](https://www.evolutionarytree.com/content/giving-back) - Insights - [Investing in Innovation](https://www.evolutionarytree.com/content/insights-innovation-frontier) - [Blog Library](https://insights.evolutionarytree.com/blog) - [White Papers](https://www.evolutionarytree.com/content/white-papers) - [Thought Pieces](https://www.evolutionarytree.com/content/thought-pieces) - [Subscribe](https://info.evolutionarytree.com/subscribe-to-the-evolutionary-tree-blog) - [Contact](https://www.evolutionarytree.com/content/contact-us) - About - [Our Firm](https://www.evolutionarytree.com/content/about-our-firm) - [Our Mission](https://www.evolutionarytree.com/content/our-mission) - [Key Strengths](https://www.evolutionarytree.com/content/key-strengths-evolutionary-tree) - Philosophy - [How We're Different](https://www.evolutionarytree.com/content/What-Differentiates-Us) - [Core Beliefs](https://www.evolutionarytree.com/content/core-beliefs) - [Our Philosophy](https://www.evolutionarytree.com/content/our-philosophy) - Investment Approach - [Approach](https://www.evolutionarytree.com/content/investment-approach) - [Investment Process](https://www.evolutionarytree.com/content/investment-process) - [Risk Management](https://www.evolutionarytree.com/content/risk-management) - Team - [Our Team](https://www.evolutionarytree.com/content/our-team) - [Our Values](https://www.evolutionarytree.com/content/our-values) - [Giving Back](https://www.evolutionarytree.com/content/giving-back) - Insights - [Investing in Innovation](https://www.evolutionarytree.com/content/insights-innovation-frontier) - [Blog Library](https://insights.evolutionarytree.com/blog) - [White Papers](https://www.evolutionarytree.com/content/white-papers) - [Thought Pieces](https://www.evolutionarytree.com/content/thought-pieces) - [Subscribe](https://info.evolutionarytree.com/subscribe-to-the-evolutionary-tree-blog) - [Contact](https://www.evolutionarytree.com/content/contact-us) # Blog Library Insights on Innovations, Evolutionary Shifts, and Secular Trends ## [AI-Created Opportunity: Finding Unusual Value in High-Quality Compounders](https://insights.evolutionarytree.com/blog/ai-created-opportunity-compounders) ## [Frameworks For Positioning Within the Shifting AI Landscape](https://insights.evolutionarytree.com/blog/frameworks-for-positioning-within-the-shifting-ai-landscape) ## [Shifting Center of Gravity: Navigating the Next Phases of AI](https://insights.evolutionarytree.com/blog/shifting-center-of-gravity-navigating-the-next-phases-of-ai) ## [Cybersecurity: Resilient Growth and Clear AI Beneficiary](https://insights.evolutionarytree.com/blog/cybersecurity-resilient-growth-and-clear-ai-beneficiary) ## [Navigating Tariffs by Leaning into Resilient Leading Businesses](https://insights.evolutionarytree.com/blog/navigating-tariffs-by-leaning-into-resilient-leading-businesses) ## [Identifying Next-Generation Leaders](https://insights.evolutionarytree.com/blog/identifying-next-generation-leaders) ## [Macro 2.0: An Updated Approach to Global Investing Focused on Innovation Clusters](https://insights.evolutionarytree.com/blog/macro-2.0-an-updated-approach) ## [Innovators Are Flexing Pricing Power](https://insights.evolutionarytree.com/blog/innovators-are-flexing-pricing-power) ## [Leading Platform Companies Are Thriving in Market Focused on Cost Efficiencies](https://insights.evolutionarytree.com/blog/leading-platform-companies-are-thriving-in-market-focused-on-cost-efficiencies) ## [The Pivot to “Efficient Growth” is Driving a Profit Push for Quality Innovators](https://insights.evolutionarytree.com/blog/the-pivot-to-efficient-growth-is-driving-a-profit-push-for-quality-innovators) ## [An Anti-Hype Investor Explains Why AI is Real and Going Mainstream](https://insights.evolutionarytree.com/blog/an-anti-hype-investor-explains-why-ai-is-real-and-going-mainstream) ## [Finding Pockets of Growth in a Struggling Economy: Quality Innovation Can Power Through a “Slowcession”](https://insights.evolutionarytree.com/blog/finding-pockets-of-growth) ## [Books That Inspire Us: 100 Baggers](https://insights.evolutionarytree.com/blog/books-that-inspire-us-100-baggers) ## [Evolutionary Tree Featured as Citywire’s Boutique of the Month](https://insights.evolutionarytree.com/blog/evolutionary-tree-featured-as-citywires-boutique-of-the-month) ## [Gratitude for My Mentor: 5 Points of Wisdom](https://insights.evolutionarytree.com/blog/gratitude-for-my-mentor-5-points-of-wisdom) ## [Evolutionary Tree’s Innovation-Focused Portfolio Ranks in the Top Ten of Its PSN Peer Universe](https://insights.evolutionarytree.com/blog/evolutionary-trees-innovation-focused-portfolio-ranks-in-the-top-ten-of-its-psn-peer-universe) ## [Growth Is the New Value](https://insights.evolutionarytree.com/blog/growth-is-the-new-value) ## [Books That Inspire Us: A New Blog Series Featuring Our Team’s Favorite Reads](https://insights.evolutionarytree.com/blog/books-that-inspire-us-the-anxious-investor) ## [Technology: The Solution to Labor and Inflation Problems](https://insights.evolutionarytree.com/blog/technology-the-solution-to-labor-and-inflation-problems) ## [The 2020s are Not 1999: Today’s Unique Opportunity in Quality Software and Cloud Stocks](https://insights.evolutionarytree.com/blog/todays-unique-opportunity-in-quality-software-and-cloud-stocks) ## [Quality Innovators: Resilient Fundamentals in the Face of Inflation](https://insights.evolutionarytree.com/blog/quality-innovators-resilient-fundamentals-in-the-face-of-inflation) ## [Finding Innovation Beyond Just Technology](https://insights.evolutionarytree.com/blog/finding-innovation-beyond-just-technology) ## [Why Boutiques Have an Advantage in the Age of Innovation](https://insights.evolutionarytree.com/blog/why-boutiques-have-an-advantage-in-the-age-of-innovation) ## [Evolutionary Tree’s Innovation-Focused Strategies Rank in the Top Quartile of Their PSN Peer Universes](https://insights.evolutionarytree.com/blog/evolutionary-trees-innovation-focused-strategies-rank-in-the-top-quartile-of-their-psn-peer-universes) ## [Quality Innovators: Growing Rapidly and On Sale](https://insights.evolutionarytree.com/blog/quality-innovators-growing-rapidly-and-on-sale) ## [Evolutionary Tree’s Flagship Innovation-Focused Strategy Again Achieves Top Ranking Within PSN’s Large-Cap Growth Universe](https://insights.evolutionarytree.com/blog/etree-flagship-strategy-achieves-top-ranking-within-psn-large-cap-growth-universe) ## [Big Innovation Has Impact: Driving Evolutionary Shifts and Creating Competitive Advantage](https://insights.evolutionarytree.com/blog/big-innovation-has-impact-driving-evolutionary-shifts-and-creating-competitive-advantage) ## [The Power of Innovation to Drive Sustainable Growth and Returns](https://insights.evolutionarytree.com/blog/the-power-of-innovation-to-drive-sustainable-growth-and-returns) ## [Interview with Tom Ricketts Featured on Financial Advisor Online Magazine Website](https://insights.evolutionarytree.com/blog/interview-with-tom-ricketts-featured-on-financial-advisor-online-magazine-website) ## [Innovation as The Third Style of Investing](https://insights.evolutionarytree.com/blog/innovation-as-the-third-style-of-investing) ## [Evolutionary Tree’s Flagship Innovation-Focused Strategy Ranks #1 Within PSN’s Large-Cap Growth Universe](https://insights.evolutionarytree.com/blog/evolutionary-trees-flagship-innovation-focused-strategy-ranks-1-within-psn-large-cap-growth-universe) ## [Investing in Makers, Not Fakers](https://insights.evolutionarytree.com/blog/investing-in-makers-not-fakers) ## [Monitoring the Evolving Pulse of Innovation in Health Care](https://insights.evolutionarytree.com/blog/monitoring-the-evolving-pulse-of-innovation-in-health-care) ## [The Kick-Start Effect: The Real Story Behind How Innovators are Faring in a Re-Opening Economy](https://insights.evolutionarytree.com/blog/the-real-story-behind-how-innovators-are-fairing-in-re-opening-economy) ## [Meet the Team – Dan Ayre](https://insights.evolutionarytree.com/blog/meet-the-team-dan-ayre) ## [The Power of Evolution to Create Long-Term Opportunity](https://insights.evolutionarytree.com/blog/the-power-of-evolution-to-create-long-term-opportunity) ## [Why Allocate to Innovation?](https://insights.evolutionarytree.com/blog/why-allocate-to-innovation) ## [Evolutionary Tree Celebrates 3-Year Track Record for Its #1-Ranked Growth and Innovation Strategy](https://insights.evolutionarytree.com/blog/evolutionary-tree-celebrates-3-year-track-record-for-its-1-ranked-growth-and-innovation-strategy) ## [Navigating Change: Finding Investable Innovation](https://insights.evolutionarytree.com/blog/navigating-change-finding-investable-innovation-2021) ## [Stick with Secular Growers Versus Chasing the "Re-Opening Trade"](https://insights.evolutionarytree.com/blog/stick-with-secular-growers-versus-chasing-the-re-opening-trade) ## [Meet the Team - Jonathon Ansley](https://insights.evolutionarytree.com/blog/meet-the-team-jonathon-ansley-cfa) ## [Secular Growth in a Rising Rate Environment](https://insights.evolutionarytree.com/blog/secular-growth-in-a-rising-rate-environment) ## [Evolutionary Tree Wins Multiple 1st Place PSN Top Guns Awards](https://insights.evolutionarytree.com/blog/evolutionary-tree-wins-multiple-1st-place-psn-top-guns-awards) ## [Innovation Is Not Going to Stop](https://insights.evolutionarytree.com/blog/innovation-is-not-going-to-stop) ## [Will Innovation Still Offer Growth and Investment Opportunity in the Future? Part 2](https://insights.evolutionarytree.com/blog/will-innovation-still-offer-growth-and-investment-opportunity-in-the-future-pt2) ## [Will Innovation Still Offer Growth and Investment Opportunity in the Future? Part 1](https://insights.evolutionarytree.com/blog/will-innovation-still-offer-growth-and-investment-opportunity-in-the-future) ## [Top 3 Blogs of 2020](https://insights.evolutionarytree.com/blog/top-3-blogs-of-2020) ## [Evolutionary Tree Ranks in Top 1% of PSN Peer Groups](https://insights.evolutionarytree.com/blog/evolutionary-tree-ranks-in-top-1-percent-of-psn-peer-groups) ## [The Importance of Identifying Emerging Innovators](https://insights.evolutionarytree.com/blog/the-importance-of-identifying-emerging-innovators) ## [The Power of Culture in the Age of Innovation](https://insights.evolutionarytree.com/blog/the-power-of-culture-in-the-age-of-innovation) ## [We’re Still in the Early Innings of the Shift to Cloud Computing and SaaS](https://insights.evolutionarytree.com/blog/were-still-in-the-early-innings-of-the-shift-to-cloud-computing-and-saas) ## [Evolutionary Tree Strategies Win PSN Top Guns Awards for Q2 2020](https://insights.evolutionarytree.com/blog/evolutionary-tree-strategies-win-psn-top-guns-awards-for-q2-2020) ## [Navigating a Bifurcating Economy: Leaning Into the Digital Economy, Which is Healthy](https://insights.evolutionarytree.com/blog/navigating-a-bifurcating-economy-leaning-into-the-digital-economy-which-is-healthy) ## [Biotech is Just Getting Started as a Growth Industry](https://insights.evolutionarytree.com/blog/biotech-is-just-getting-started-as-a-growth-industry) ## [The Rise of Intellectual Capital and the Shift to Intangibles](https://insights.evolutionarytree.com/blog/the-rise-of-intellectual-capital-and-the-shift-to-intangibles) ## [Leading Innovators are Less Risky than Blue-Chippers](https://insights.evolutionarytree.com/blog/leading-innovators-are-less-risky-than-blue-chippers) ## [\[Vlog\] Our Innovation-Focused Research Process](https://insights.evolutionarytree.com/blog/vlog-our-innovation-focused-research-process) ## [How Innovation-Focused Strategies May Provide Both Offense and Defense](https://insights.evolutionarytree.com/blog/how-innovation-focused-strategies-may-provide-both-offense-and-defense) ## [\[Vlog\] Why is an Evolutionary Lens So Important for Investors?](https://insights.evolutionarytree.com/blog/why-is-an-evolutionary-lens-so-important-for-investors) ## [Press Release](https://insights.evolutionarytree.com/blog/press-release-evolutionary-tree-flagship-strategy-wins-psn-top-guns-award) ## [Innovation Investing and Capturing Value Creation on the S-Curve](https://insights.evolutionarytree.com/blog/innovation-investing-and-capturing-value-creation-on-the-s-curve) ## [Navigating the Bear Market of 2020](https://insights.evolutionarytree.com/blog/navigating-the-bear-market-of-2020) ## [Historical Growth vs. Root Causes of Growth, We Focus on the Latter](https://insights.evolutionarytree.com/blog/historical-growth-vs-root-causes-of-growth-we-focus-on-the-latter) ## [The Great Digital Acceleration: Recessions Often Accelerate Secular Trends and Innovation Adoption](https://insights.evolutionarytree.com/blog/recessions-often-accelerate-secular-trends-and-innovation-adoption) ## [The Case for Evolutionary Investing](https://insights.evolutionarytree.com/blog/the-case-for-evolutionary-investing) ## [Are Secular Trends and Evolutionary Shifts Powering Your Portfolio?](https://insights.evolutionarytree.com/blog/are-secular-trends-and-evolutionary-shifts-powering-your-portfolio) ## [Meet the Team - Tom Ricketts](https://insights.evolutionarytree.com/blog/meet-the-team-thomas-ricketts-cfa-president) ## [Digital Transformation is Far from Done as a Secular Growth Driver](https://insights.evolutionarytree.com/blog/digital-transformation-is-far-from-done-as-a-secular-growth-driver) ## [Welcome to the Evolutionary Tree Blog](https://insights.evolutionarytree.com/blog/welcome-to-the-evolutionary-tree-blog) # *This site and the content within is intended for US-based investors only.* # *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.  * See our Thought Pieces on Innovations, Evolutionary Shifts, and Secular Trends. ** [Click Here](https://evolutionarytree.com/content/thought-pieces)** [![Evolutionary Tree](https://insights.evolutionarytree.com/hubfs/Evolutionary_Tree_Capital_October2019/Image/footer-logo.png)](https://evolutionarytree.com/) ## GET IN TOUCH 1199 N. 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