Are Secular Trends and Evolutionary Shifts Powering Your Portfolio?
March 24, 2020
Market volatility—the short-term gyrations of risk-on to risk-off and back—doesn’t have to be an investor’s focus. Investors can liberate themselves from the potentially paralyzing impact of day-to-day volatility by re-focusing on the true drivers of long-term investment returns. What are those long-term drivers? At Evolutionary Tree, we talk a lot about the importance of innovation as a long-term driver of value creation. There is another major...
Meet the Team - Tom Ricketts
March 11, 2020
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. Behind the Portfolio: Thomas Ricketts, CFA Meet Thomas (“Tom”) Ricketts, President, CIO and Portfolio Manager at Evolutionary Tree. Over his 22-year...
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...
