Evolutionary Tree Flagship Strategy Wins PSN Top Guns Award

- Former Portfolio Manager from Sands Capital Ranks #2 Amongst Peers During Q1 2020 -

Alexandria, VA – (June 11, 2020) – Evolutionary Tree Capital Management is pleased to announce the Beagle Leading Innovators strategy has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database for performance during the volatile first quarter of 2020.

The Beagle Leading Innovators Strategy ranked #2 out of 208 products in PSN’s Large Cap Growth universe during the first quarter. The Strategy was only down -5.22% versus -14.10% for the Russell 1000 Growth Index in the worst quarter for stocks since 1987.

 “The first quarter demonstrated the importance of leaning into innovation and owning industry leaders that benefit from secular trends and evolutionary shifts,” said Thomas Ricketts, CFA, Founder and Portfolio Manager at Evolutionary Tree. “We believe there is no greater test of a new investment strategy than a bear market and recession. Evolutionary Tree’s strong relative and absolute results during the quarter, as well as since inception (02/12/2018), are a testament to the strength of our unique innovation-focused investment approach.” 

While Evolutionary Tree has a long-term approach to concentrated growth investing, the team is proud of performing exceptionally well in a difficult environment year-to-date 2020, which included considerable headwinds from the coronavirus pandemic and related recession. 

Ricketts has managed portfolios for large institutional investors through difficult environments before, having spent 20+ years at Sands Capital Management. During his time at Sands, he served as Senior Co-Portfolio Manager of the $20B U.S. Large Cap Growth Strategy (2008-2015). In 2017, he founded Evolutionary Tree, a specialist in innovation-focused, concentrated growth strategies. In contrast to many of their growth peers, Evolutionary Tree often invests earlier on the S-curve, an outcome of their unique approach to harnessing innovation and secular trends. The first quarter highlights that in times of crisis or recession, consumers and businesses often adopt certain innovations at a faster pace which can potentially result in lower risk in certain types of downturns.

“Investors are intrigued by the philosophy and results at Evolutionary Tree. There has been significant interest from RIAs, family offices, and institutional investors who are early adopters of new strategies from pedigreed teams,” said Stacy Havener, Founder of Havener Capital Partners, the sales and marketing agency representing Evolutionary Tree.

Currently, Evolutionary Tree investment strategies are available in separate account format. 

For more information, please contact Evolutionary Tree at 703-544-2300 | info@evolutionarytree.com or Steve Wine of Havener Capital Partners at 401-314-0426 | evolutionary_tree@havenercapital.com.

 

About Evolutionary Tree Capital Management

Evolutionary Tree Capital Management is an employee-owned asset management firm specializing in innovation-focused concentrated growth equity investing. Their unique approach is based on the belief that innovation and evolutionary shifts drive secular change and growth across companies, industries and the economy. Evolutionary Tree portfolios are designed to harness these themes and trends in concentrated portfolios of high-quality growth companies. Based in Alexandria, VA, Evolutionary Tree was founded in 2017 by Thomas Ricketts, CFA, an investment professional and portfolio manager who spent 22 years at Sands Capital. Three of the four founding employees at Evolutionary Tree worked together at Sands. Visit www.evolutionarytree.com to learn more.

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. 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.