--- title: Evolutionary Tree Insights | Evolutionary Tree Capital Management (2) description: Subscribe to the new Evolutionary Tree blog for our latest views on investible innovation. (2) --- [![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 ## Evolutionary Tree Capital Management ### Recent Posts ![Growth Is the New Value](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog/2022.09%20ETree%20Growth%20Is%20the%20New%20Value%201.1%20LinkedIn.png?width=618&name=2022.09%20ETree%20Growth%20Is%20the%20New%20Value%201.1%20LinkedIn.png) 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... [Read More](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/hs-fs/hubfs/2022.09%20ETree%20Blog%20Book%20Club%20TAI%202%20Twitter.png?width=618&name=2022.09%20ETree%20Blog%20Book%20Club%20TAI%202%20Twitter.png) 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... [Read More](https://insights.evolutionarytree.com/blog/books-that-inspire-us-the-anxious-investor) ![Technology: The Solution to Labor and Inflation Problems](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog/2022.08%20ETree%20Blog%20Technology%20as%20a%20Solution%201%20LinkedIn.png?width=618&name=2022.08%20ETree%20Blog%20Technology%20as%20a%20Solution%201%20LinkedIn.png) 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... [Read More](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/hs-fs/hubfs/Blog/2022.06%20ETree%20Blog%20Quality%20Software%20and%20Cloud%20Stocks%201%20LinkedIn.png?width=618&name=2022.06%20ETree%20Blog%20Quality%20Software%20and%20Cloud%20Stocks%201%20LinkedIn.png) 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... [Read More](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/hs-fs/hubfs/2022.06%20ETree%20Blog%20Quality%20Innovators%20Inflation%201%20LinkedIn.png?width=618&name=2022.06%20ETree%20Blog%20Quality%20Innovators%20Inflation%201%20LinkedIn.png) 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... [Read More](https://insights.evolutionarytree.com/blog/quality-innovators-resilient-fundamentals-in-the-face-of-inflation) ![Finding Innovation Beyond Just Technology](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog/2022.04%20ETree%20Blog%20Finding%20Innovation%201%20LinkedIn.png?width=618&name=2022.04%20ETree%20Blog%20Finding%20Innovation%201%20LinkedIn.png) 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,... [Read More](https://insights.evolutionarytree.com/blog/finding-innovation-beyond-just-technology) ![Why Boutiques Have an Advantage in the Age of Innovation](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2020.10%20ETree%20Blog%2021%20LinkedIn.jpg?width=618&name=2020.10%20ETree%20Blog%2021%20LinkedIn.jpg) 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. [Read More](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/hs-fs/hubfs/Blog/Q4.2021%20PSN/2021.Q4%20ETree%20Blog%20PSN%20Top%20Guns%20LinkedIn-1.png?width=618&name=2021.Q4%20ETree%20Blog%20PSN%20Top%20Guns%20LinkedIn-1.png) 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. [Read More](https://insights.evolutionarytree.com/blog/evolutionary-trees-innovation-focused-strategies-rank-in-the-top-quartile-of-their-psn-peer-universes) ![Evolutionary Tree’s Flagship Innovation-Focused Strategy Again Achieves Top Ranking Within PSN’s Large-Cap Growth Universe](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog/Q3.2021%20PSN/2021.12%20ETree%20Blog%20PSN%20Top%20Guns%20Q3%20LinkedIn.png?width=618&name=2021.12%20ETree%20Blog%20PSN%20Top%20Guns%20Q3%20LinkedIn.png) 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. [Read More](https://insights.evolutionarytree.com/blog/etree-flagship-strategy-achieves-top-ranking-within-psn-large-cap-growth-universe) ![Interview with Tom Ricketts Featured on Financial Advisor Online Magazine Website](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog/2021.10%20ETree%20Blog%20FA%20Magazine%20LinkedIn.png?width=618&name=2021.10%20ETree%20Blog%20FA%20Magazine%20LinkedIn.png) Interview with Tom Ricketts Featured on Financial Advisor Online Magazine Website October 29, 2021 Investors want to know… How can they harness the power of innovation to compound their wealth? Bill Hortz, founder of the Institute for Innovation Development and a featured columnist for the online edition of Financial Advisor Magazine, tapped Evolutionary Tree Capital Management CIO—and innovation-investing thought leader—Tom Ricketts, for the answer. [Read More](https://insights.evolutionarytree.com/blog/interview-with-tom-ricketts-featured-on-financial-advisor-online-magazine-website) [All posts](https://insights.evolutionarytree.com/blog/all) [Next](https://insights.evolutionarytree.com/blog/author/evolutionary-tree-capital-management/page/3) # *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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