Recent Posts
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...
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.
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.
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.
Innovation as The Third Style of Investing
October 14, 2021
Does the rise of innovation investing warrant a new investment style? Evolutionary Tree President and CIO Thomas Ricketts believes it does. In a recent “Behind the Markets” podcast hosted by Jeremy Schwartz, Mr. Ricketts offered his perspective on how investors seeking to fully participate in the rise of innovation are finding it necessary to look beyond traditional growth investing. A few of the key points Mr. Ricketts made in favor of...
Evolutionary Tree’s Flagship Innovation-Focused Strategy Ranks #1 Within PSN’s Large-Cap Growth Universe
September 29, 2021
We are very proud to report that our flagship innovation-focused portfolio, Beagle Leading Innovators, is the top-performing strategy in the PSN Large Cap Growth Universe over the trailing three-year period.
Investing in Makers, Not Fakers
September 13, 2021
Investing in innovation is becoming increasingly important to investors—and the industry is catching on. Having launched our first innovation strategy in 2018, Beagle Leading Innovators, Evolutionary Tree is a recognized and respected manager in this important new investing category. Thomas Ricketts, the firm’s CIO and Portfolio Manager, recently spoke about Evolutionary Tree’s process of identifying true innovators—what he refers to as the...
Monitoring the Evolving Pulse of Innovation in Health Care
September 08, 2021
When asked recently how he feels about investing in health care, Evolutionary Tree CIO and Portfolio Manager Thomas Ricketts described the sector as an area of new knowledge, insight and innovations that may be underappreciated by the market. With scientific breakthroughs and patents continuing their upward trend, he and the Evolutionary Tree team are using rigorous research to identify the companies they believe are developing life-changing...
