Former Sands Capital portfolio manager retains Havener Capital Partners.
Alexandria, VA – (March 10, 2020) – Evolutionary Tree Capital Management (“Evolutionary Tree”) and third party marketing firm Havener Capital Partners (“Havener”) are proud to announce a sales and marketing partnership.
Evolutionary Tree was founded in 2017 by Tom Ricketts, CFA. Prior to starting his new firm, Ricketts spent 20+ years at Sands Capital Management, the $40B+ pioneer in concentrated growth investing. During his tenure at Sands, Ricketts served as Senior Co-Portfolio Manager of the $20B U.S. Large Cap Growth Strategy (2008-2015). The founding employees at Evolutionary Tree include two other former Sands Capital employees.
The philosophy of Evolutionary Tree, named in a nod to the father of evolution, Charles Darwin, is that the development of innovation and its resultant pattern of evolutionary change is the primary engine of growth for companies, industries, and the economy. Ricketts and the team seek to harness these growth opportunities in concentrated equity portfolios.
On the marketing front, Havener Capital Partners is assisting Evolutionary Tree with creating an expanded suite of due diligence materials as well as leading their digital marketing campaign. This includes the publishing of content and managing social media. The sales team at Havener will be focused on connecting Evolutionary Tree with RIA and family office investors.
“As believers in the power of innovation, it was critical for our marketing partner to combine the best of traditional sales with new technologies in digital and inbound marketing” said Tom Ricketts, President, CIO and portfolio manager of Evolutionary Tree. “Havener brings deep expertise in both of those disciplines to our team.”
About Evolutionary Tree Capital Management
Evolutionary Tree Capital Management is an employee-owned asset management firm focused on 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.
About Havener Capital Partners
Havener Capital Partners LLC is a sales and marketing agency representing undiscovered funds and boutique asset managers. The Newport, RI based firm was founded in 2010 by Stacy Havener who has raised over $8 billion in her career. The firm offers services across multiple disciplines including market research, graphic design, digital marketing and outsourced sales. Havener is well known in the industry for helping clients successfully access the RIA and family office channel. More information is available at: www.havenercapital.com.
Havener Capital Partners LLC is an institutional division of Compass Securities Corporation. Securities offered through Compass Securities Corporation. Member FINRA SIPC. 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 01284; T:781-535-6083