--- title: Evolutionary Tree Insights (5) description: Subscribe to the new Evolutionary Tree blog for our latest views on investible innovation. (5) --- [![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 ![Meet the Team - Jonathon Ansley](https://insights.evolutionarytree.com/hs-fs/hubfs/2021.04-Meet-the-Team-JA-linkedin.png?width=618&name=2021.04-Meet-the-Team-JA-linkedin.png) Meet the Team - Jonathon Ansley April 15, 2021 Here at Evolutionary Tree Capital Management, innovation-focused investing is what we do. We also believe the best partnerships are built upon strong relationships between people. This is why we have penned a “Meet the Team” blog series which is designed to help you to get to know us better. Here is a quick and fun Q&A to get to know Jonathon Ansley better. [Read More](https://insights.evolutionarytree.com/blog/meet-the-team-jonathon-ansley-cfa) ![Secular Growth in a Rising Rate Environment](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2021.04%20ETree%20Blog%2028%20LinkedIn.png?width=618&name=2021.04%20ETree%20Blog%2028%20LinkedIn.png) Secular Growth in a Rising Rate Environment April 08, 2021 Recently, market participants have expressed concern over rising inflation expectations leading to higher interest rates, thus raising input costs, crimping margins, and potentially impacting valuations for some companies. Technology stocks in particular have seen an uptick in volatility and indices such as the Nasdaq Composite have given back some of their gains since peaking in early February. We certainly acknowledge the rising interest rate... [Read More](https://insights.evolutionarytree.com/blog/secular-growth-in-a-rising-rate-environment) ![Evolutionary Tree Wins Multiple 1st Place PSN Top Guns Awards](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2020.12%20PSN%20Top%20Guns%20Award%20Linkedin.png?width=618&name=2020.12%20PSN%20Top%20Guns%20Award%20Linkedin.png) Evolutionary Tree Wins Multiple 1st Place PSN Top Guns Awards March 17, 2021 We are proud to report that our three innovation-focused portfolios, Beagle Leading Innovators, Humboldt Global Innovators and Darwin Emerging Innovators, continue to deliver considerable value on both a relative and absolute basis for our clients. All three strategies won PSN 2 Star (meaning trailing one-year) Top Guns awards for the period ending December 31, 2020, including multiple first place rankings. While the awards were for the one-year... [Read More](https://insights.evolutionarytree.com/blog/evolutionary-tree-wins-multiple-1st-place-psn-top-guns-awards) ![Innovation Is Not Going to Stop](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2021.02%20ETree%20Blog%2027%20LinkedIn.png?width=618&name=2021.02%20ETree%20Blog%2027%20LinkedIn.png) Innovation Is Not Going to Stop February 24, 2021 In a recent conference call featuring Evolutionary Tree President, CIO and Portfolio Manager Thomas Ricketts, CFA and Havener Capital Partners Founder and CEO Stacy Havener, Mr. Ricketts was asked about the prolonged outperformance of innovative growth stocks and whether he believed it was sustainable. Read his response below. “Every investor is trying to navigate an evolving economy. What does that mean? It means every industry is structurally... [Read More](https://insights.evolutionarytree.com/blog/innovation-is-not-going-to-stop) ![Will Innovation Still Offer Growth and Investment Opportunity in the Future? Part 2](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2021.02%20ETree%20Blog%2026%20Email%20Graphic.png?width=618&name=2021.02%20ETree%20Blog%2026%20Email%20Graphic.png) Will Innovation Still Offer Growth and Investment Opportunity in the Future? Part 2 February 17, 2021 In part one of our blog series on this topic, we explored how the pandemic lockdown has accelerated the adoption of innovative digital products and services and compressed 2-3 years of adoption into 2-3 months for certain offerings, as illustrated below. This has been especially true for innovations in e-commerce, cloud computing, cloud-based IT security, and digital games, among others. Just because we jumped up the S-curve of adoption doesn’t... [Read More](https://insights.evolutionarytree.com/blog/will-innovation-still-offer-growth-and-investment-opportunity-in-the-future-pt2) ![Will Innovation Still Offer Growth and Investment Opportunity in the Future? Part 1](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2021.02%20ETree%20Blog%2025%20LinkedIn.png?width=618&name=2021.02%20ETree%20Blog%2025%20LinkedIn.png) Will Innovation Still Offer Growth and Investment Opportunity in the Future? Part 1 February 10, 2021 We know that investors are curious about our views on where we go from here after such a strong year in 2020. There is no doubt that COVID lockdowns accelerated the adoption of many innovations represented in the portfolio. We continue to see the same accelerating trends that we shared in our recent client letter discussing the “Great Digital Acceleration.” The following text is an excerpt from our client letter and is a great reminder of how we... [Read More](https://insights.evolutionarytree.com/blog/will-innovation-still-offer-growth-and-investment-opportunity-in-the-future) ![Top 3 Blogs of 2020](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2020.12%20ETree%20Top%203%20Blog%20Posts%20LinkedIn.png?width=618&name=2020.12%20ETree%20Top%203%20Blog%20Posts%20LinkedIn.png) Top 3 Blogs of 2020 January 06, 2021 Have you noticed how the recession of 2020 actually accelerated the future in terms of advancing certain secular growth trends? Cloud computing, e-commerce and video streaming all provided solutions and cost-saving efficiencies throughout the year, and investments in many companies tied to these trends performed well. Our thought leadership pieces related to innovation were among the most popular pieces we published in 2020. Below, we invite you... [Read More](https://insights.evolutionarytree.com/blog/top-3-blogs-of-2020) ![Evolutionary Tree Ranks in Top 1% of PSN Peer Groups](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2020.12%20ETree%20Blog%2028%20LinkedIn-1.png?width=618&name=2020.12%20ETree%20Blog%2028%20LinkedIn-1.png) Evolutionary Tree Ranks in Top 1% of PSN Peer Groups December 17, 2020 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... [Read More](https://insights.evolutionarytree.com/blog/evolutionary-tree-ranks-in-top-1-percent-of-psn-peer-groups) ![The Importance of Identifying Emerging Innovators](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2020.11%20ETree%20Blog%2022%20LinkedIn.jpg?width=618&name=2020.11%20ETree%20Blog%2022%20LinkedIn.jpg) The Importance of Identifying Emerging Innovators November 11, 2020 Whether it’s video streaming supplanting cable TV or e-commerce taking share from brick-and-mortar stores, most investors realize innovation is rapidly creating winners and losers across today’s economy. However, navigating this environment and keeping up with the pace of innovation can be extremely challenging. This issue of determining who the leading innovators are, as well as avoiding the companies being disrupted, is as critical as ever. We... [Read More](https://insights.evolutionarytree.com/blog/the-importance-of-identifying-emerging-innovators) ![The Power of Culture in the Age of Innovation](https://insights.evolutionarytree.com/hs-fs/hubfs/Blog%20and%20Social%20Images/2020.10%20ETree%20Blog%2020%20LinkedIn.jpg?width=618&name=2020.10%20ETree%20Blog%2020%20LinkedIn.jpg) The Power of Culture in the Age of Innovation October 29, 2020 We all know “great companies” when we interact with them as consumers. They feel different. They almost seem like they have some special power or special sauce that leads to great experiences, strong execution, and high customer satisfaction. At Evolutionary Tree, we believe that this specialness comes from companies having built a unique and effective culture. Why should investors care about culture? [Read More](https://insights.evolutionarytree.com/blog/the-power-of-culture-in-the-age-of-innovation) [All posts](https://insights.evolutionarytree.com/blog/all) [Next](https://insights.evolutionarytree.com/blog/page/6) # *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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