In this eight-minute video segment, taken from a recent presentation for the CFA Society of Columbus, Evolutionary Tree President and Portfolio Manager Thomas Ricketts, CFA walks us through the firm’s differentiated innovation-focused investment process.

Topics covered include:

  • How our investment process revolves around a concept we describe as the Innovation Flywheel
  • Identifying innovative companies positioned to benefit from secular trends
  • Our proprietary Innovator and Evolutionary Shift Databases
  • Eight investment criteria used to assess each potential new investment
  • Our unique and disciplined approach to risk management

Click on the graphic below to watch this presentation.

[VLOG] Check out our innovation-focused research process

 

NOTE: In May 2020, we hosted a webinar with the CFA Society of Columbus, titled Innovation Investing: Navigating Accelerating Change in an Evolving Economy. The above video is an excerpt of this larger presentation.  If you are interested in viewing the full-length (55 min) video presentation please click on the webinar graphic below. 

 

[Watch Webinar] Innovation Investing: Navigating Accelerating Change in an Evolving Economy (recorded May 5, 2020)


The content of this call is presented for educational and informational purposes only. Forward-looking statements are not recommendations to buy or sell any security and reflect our own opinions and estimates. Investing in equity securities involves risk and principal loss is possible. Past performance does not guarantee future results.

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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

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