Digital Transformation is Far from Done as a Secular Growth Driver
February 24, 2020
There are certain types of technologies that have the power to transform companies and even entire industries. Academics call these technologies “general-purpose technologies.” Their development and evolution have often been the underlying engine of economic development and productivity jumps. They also can spawn a number of value-adding investments for investors. This blog post focuses on the current general-purpose technologies transforming...
Welcome to the Evolutionary Tree Blog
February 21, 2020
Welcome Readers. We are excited to introduce this blog as a way to share our unique investment insights and differentiated, evolution-based approach to investing in growth equities. Evolutionary Tree Capital was founded on a vision to apply an innovation and evolution-focused framework to concentrated growth investing. We believe the development of innovation and its resultant pattern of evolutionary change is the primary engine of growth for...