2021.Q2 ETree PSN Top Gun Awards 3

We are very proud to report that our flagship innovation-focused portfolio, Beagle Leading Innovators, 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.Q2 ETree PSN Top Gun Awards Beagle Chart 2


2021.Q2 ETree PSN Top Gun Awards Beagle Ranking 3


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 140.18% of the Russell 1000 Growth Index’s upside and just 76.08% of its downside.

We believe these results validate the potential 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 6/30/21, 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 tended to rebound faster than the overall market over this time period. Further, investors gravitated 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 can potentially offer both offense and defense.

2021.Q2 ETree PSN Top Gun Awards Beagle UCR DCR Chart


2021.Q2 ETree PSN Top Gun Awards Beagle UCR DCR Table 3

Mid Cap Strategy Also Named Among PSN’s Top Guns

The Evolutionary Tree Darwin Emerging Innovators strategy also continues to deliver considerable value on both a relative and absolute basis for our clients. As innovation knows no bounds, we strive to identify clusters of innovation regardless of size and this portfolio holds some of our best ideas within the mid cap universe.

Darwin Emerging Innovators ranked #6 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, potentially ahead of traditional growth investors and indexes.

2021.Q2 ETree PSN Top Gun Awards Darwin Chart


2021.Q2 ETree PSN Top Gun Awards Darwin Ranking 2


2021.Q2 ETree PSN Top Gun Awards Disclosure

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.