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 Innovators strategy’s two-year gross annualized return of 41.4% is especially noteworthy relative to traditional growth alternatives. See important information below on gross and net performance.*

Beagle Leading Innovators Trailing Two-Year Peer Rankings

While past performance by no means predicts future results, we believe these rankings are a testament to the investment team's focus on identifying leading innovative businesses driving structural change across the global economy. We believe innovation-focused strategies may have an advantage over traditional growth strategies.

2020.12 ETree Blog 28 Chart Graphic 12020.12 ETree Blog 28 Chart Graphic 2-2

Our Global Equity offering, Humboldt Global Innovators, has seen similar success versus peers. The strategy’s strong results validate the strength of our global research capability, which we believe every equity manager must possess in this fast-changing world economy.

2020.12 ETree Blog 28 Chart Graphic 6-1

2020.12 ETree Blog 28 Chart Graphic 4 

2020.12 ETree Blog 28 Chart Graphic 3-2

 


The Outlook For Innovation - Recorded on November 17, 2020

Receive our latest views on investable innovation

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. 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.