--- title: Evolutionary Tree Insights | Thomas Ricketts, CFA 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 ## Thomas Ricketts, CFA ### Recent Posts ![Evolutionary Tree Strategies Win PSN Top Guns Awards for Q2 2020](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2020.09-PSNTopGuns-linkedin.png?width=618&name=2020.09-PSNTopGuns-linkedin.png) Evolutionary Tree Strategies Win PSN Top Guns Awards for Q2 2020 September 30, 2020 We are truly honored to receive not just one, but several awards for our two flagship innovation-focused portfolios: Beagle Leading Innovators and Humboldt Global Innovators. The awards are a result of our investment team's dedication to identifying and understanding attractive investment opportunities being created by innovations driving structural change across the global economy. See important information below on gross and net performance.\* [Read More](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/hs-fs/hubfs/Blog%20and%20Social%20Images/2020.09-ETree18-linkedin.png?width=618&name=2020.09-ETree18-linkedin.png) Navigating a Bifurcating Economy: Leaning Into the Digital Economy, Which is Healthy September 25, 2020 While the economy is on a road to recovery, we believe there is a seismic shift taking place as a result of the pandemic. We believe the pandemic is creating a “bifurcated economy,” widening the gap between the physical-based economy and the digital economy (see illustration below). In the physical economy (think retailers and small, local businesses), the environment is a near depression, with many businesses at risk of shrinking or going out... [Read More](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/hs-fs/hubfs/Blog%20and%20Social%20Images/2019.12-ETree-Blog-%235.linkedin-1.png?width=618&name=2019.12-ETree-Blog-%235.linkedin-1.png) Biotech is Just Getting Started as a Growth Industry September 02, 2020 After 35 years of development, the biotechnology industry has finally refined many of today’s biotech tools to work effectively and safely for patients. In our opinion, the biotech industry is finally seeing multiple new technologies enter what we call the “zone of readiness,” where the underlying technologies are both technically and economically feasible. In short, they are ready to be applied to a growing number of diseases, both rare and... [Read More](https://insights.evolutionarytree.com/blog/biotech-is-just-getting-started-as-a-growth-industry) ![Digital Transformation is Far from Done as a Secular Growth Driver](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2019.12-ETree-Blog-%234.linkedin.png?width=618&name=2019.12-ETree-Blog-%234.linkedin.png) Digital Transformation is Far from Done as a Secular Growth Driver February 24, 2020 There are certain types of technologies that have the power to transform companies and even entire industries. Academics call these technologies “general-purpose technologies.” Their development and evolution have often been the underlying engine of economic development and productivity jumps. They also can spawn a number of value-adding investments for investors. This blog post focuses on the current general-purpose technologies transforming... [Read More](https://insights.evolutionarytree.com/blog/digital-transformation-is-far-from-done-as-a-secular-growth-driver) [All posts](https://insights.evolutionarytree.com/blog/all) # *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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