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.

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. 

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.