Jonathon Ansley, CFA
Recent Posts
We’re Still in the Early Innings of the Shift to Cloud Computing and SaaS
October 09, 2020
At Evolutionary Tree a key part of our investment process is identifying what we believe are the most important secular trends, or as we call them, evolutionary shifts, happening across the economy. Companies benefiting from multi-year secular trends have a higher probability of sustaining growth over time and may grow at an above-average rate for longer than short-term focused investors might expect. Our investment team systematically tracks...