Recent Posts
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...
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...
The Importance of Identifying Emerging Innovators
November 11, 2020
Whether it’s video streaming supplanting cable TV or e-commerce taking share from brick-and-mortar stores, most investors realize innovation is rapidly creating winners and losers across today’s economy. However, navigating this environment and keeping up with the pace of innovation can be extremely challenging. This issue of determining who the leading innovators are, as well as avoiding the companies being disrupted, is as critical as ever. We...
The Rise of Intellectual Capital and the Shift to Intangibles
August 27, 2020
We live in the Age of Innovation. This era is built increasingly on intellectual capital as the value of ideas and concepts displaces the value of land (as seen in the age of agriculture) or even capital (in the industrial age). Others call our current era the Digital Age, but the result is the same: a growing array of innovations across all industries that increases the pace of change and the evolution of technologies, products and services,...
Leading Innovators are Less Risky than Blue-Chippers
August 14, 2020
In the Age of Innovation, we need to shift our thinking about where risk lies. Increasingly, the leading innovators are less risky as businesses (and investments) than non-innovators. Traditionally, it was the defensive so-called “stable blue chips” that offered lower risk and solid returns. However, with the pervasive rise of digitization and related technology-enabled business models, industry after industry is undergoing massive change. Many...
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[Vlog] Our Innovation-Focused Research Process
June 24, 2020
In this eight-minute video segment, taken from a recent presentation for the CFA Society of Columbus, Evolutionary Tree President and Portfolio Manager Thomas Ricketts, CFA walks us through the firm’s differentiated innovation-focused investment process. Topics covered include: How our investment process revolves around a concept we describe as the Innovation Flywheel Identifying innovative companies positioned to benefit from secular trends Our...
How Innovation-Focused Strategies May Provide Both Offense and Defense
June 19, 2020
If you missed our recent press release, we are proud to have been awarded one of PSN’s Top Guns within the large cap growth manager universe for 1Q20. The Russell 1000 Growth Index fell -14.10% during the worst quarter for stocks since 1987. In comparison, our strategy was only down -5.22% (gross of fees), outperforming the Index by 8.88ppts. See important information below on gross and net performance.*
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[Vlog] Why is an Evolutionary Lens So Important for Investors?
June 11, 2020
In an economy increasingly impacted by innovation, technological change, and evolutionary shifts, industries are facing more periods of dis-equilibrium or disruption relative to periods of equilibrium or stability than in the past. And, in the process more and more industries are being transformed. Interested in viewing this article as a video presentation (8 min)? Click here. Importance of Evolutionary Economics and Technical Change to...
