2021.Q3 ETree PSN Top Gun Awards

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.

2021.Q3 ETree PSN Top Gun Awards Beagle Chart

2021.Q3 ETree PSN Top Gun Awards Beagle Ranking 2

Evolutionary Tree’s Global Equity Strategy Ranked #2 Among PSN’s Top Guns

The Humboldt Global Innovators strategy also continues to deliver considerable value on both a relative and absolute basis for our clients. As innovation knows no boundaries, we strive to identify leaders within clusters of innovation regardless of geography, and this portfolio holds some of our best ideas across countries and regions generating important new innovations.

Analyzing innovation through a global lens is critical in today’s widely connected and fast-changing global economy. Our global equity offering, Humboldt Global Innovators, ranked #2 out of 633 products within the PSN Global Equity Universe over the trailing three-year period ending 9/30/21. We believe Humboldt’s strong results highlight our ability to add value in global investing and the advantage of targeting innovation clusters to identify and own the most innovative businesses around the world.

2021.Q3 ETree PSN Top Gun Awards Humboldt Chart 1
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2021.Q3 ETree PSN Top Gun Awards Disclosure 2


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The information and views expressed herein are provided for informational purposes only and do not constitute investment advice. If performance is shown, it is based on a composite of actual trading in client accounts, but is not necessarily reflective of the performance of any individual client account. Differences in account size, timing of transactions, and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Differences in the methodology used to calculate performance may also lead to different performance results than those shown. 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.