2021.06 PSN Top Guns Awards

We are very proud to report that our flagship innovation-focused portfolio, Beagle Leading Innovators, recently hit its three-year anniversary as of 3/31/21 and is the top-performing strategy in the PSN Large Cap Growth Universe over the trailing three-year period. *See important information below about gross and net performance.

2021.06 ETree PSN Beagle Strategy

2021.06 ETree PSN Beagle Large Cap Growth


Beyond the strong absolute and relative performance, we are especially proud of the Beagle Leading Innovators’ risk-adjusted returns. The strategy ranked #1 in PSN’s Bull & Bear Master report for the three-year period, capturing 137.6% of the Russell 1000 Growth Index’s upside and just 76.1% of its downside.

We believe these results validate the resiliency of our innovation-focused investment approach. This is especially true given the significance of the market events that occurred during the three-year period ending 3/31/21, including two bear markets, a pandemic, an economic recession, a U.S./China trade war, and a transition in presidential administrations. Despite these headwinds, strength in our holdings’ underlying business fundamentals—driven by innovation and secular trends—successfully translated into investment results that rebounded faster than the overall market over this time period. Further, investors tended to gravitate back to these high-quality, long-term secular growers after each market selloff. We believe this track record demonstrates that quality innovators and our unique approach have the potential to provide both offense and defense.

2021.06 ETree PSN Bull and Bear Master Innovators Strategy


2021.Q1 ETree PSN Bull and Bear Master 3

Small/Mid Cap and Global Strategies Also Win PSN Top Guns Awards

The Evolutionary Tree Darwin Emerging Innovators and Humboldt Global Innovators strategies also continue to deliver considerable value on both a relative and absolute basis for our clients. As innovation knows no boundaries, we strive to identify clusters of innovation regardless of size or location and these portfolios hold some of our best ideas across the market cap and geographic spectrums.

Darwin Emerging Innovators ranked #2 out of 142 products within the PSN Mid Cap Growth Universe over the trailing one-year period. We believe this demonstrates our team’s ability to identify emerging and mid-stage innovators earlier in their growth cycles - typically before they are recognized by traditional growth investors.

2021.06 ETree PSN Darwin Strategy


2021.06 ETree PSN Mid Cap Growth

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 #6 out of 627 products within the PSN Global Equity Universe for the trailing one-year period ending 3/31/21. 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.

2021.06 ETree PSN Humboldt Strategy

2021.06 ETree PSN Humboldt Global Equity Universe 2

2021.Q1 ETree PSN Criteria Disclosure 2

Innovation Investing: Challenges and Opportunities 

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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.