Innovation investing boutique crosses key milestone with multiple PSN Top Guns awards
ALEXANDRIA, VA — June 18, 2021 — Evolutionary Tree Capital Management (“Evolutionary Tree”) — an independently-owned pioneer of concentrated, innovation-focused investing — is commemorating an important milestone: the three-year anniversary of its flagship Beagle Leading Innovators strategy. This coincides with the strategy being ranked #1 in the PSN Large Cap Growth universe over the three-year period ending 3/31/21. The Beagle Leading Innovators strategy also ranked #1 in PSN’s Bull & Bear Master report, capturing 137.6% of the Russell 1000 Growth Index’s upside and just 76.1% of its downside. The team believes this track record demonstrates that the firm’s risk-managed approach to investing in quality innovators has the potential to provide both offense and defense.After 22 successful years at Sands Capital Management — a $70B+ concentrated growth investor — Tom Ricketts, CFA stepped away to fulfill his vision of building an institutional-class boutique. While instrumental in the rise of Sands Capital to a world-class investment manager, the most important role Mr. Ricketts held was as Senior Portfolio Manager and co-decision maker of the $20B+ Select Growth Strategy (2008–2015). Ricketts founded Evolutionary Tree in late 2017 with two other former Sands Capital employees. Firm assets are growing and exceed $200 million.
“As innovation continues to invade every corner of the economy, our philosophy and process are specifically designed to help clients navigate the accelerating pace of structural change creating new winners and losers.” said Mr. Ricketts. “Innovation and Evolution never stop! We are excited to continue evangelizing the power of concentrated, innovation-focused portfolios.”
Evolutionary Tree is proud to have partnered with a range of investors across the institutional, family office, and RIA community. These early adopters of the firm’s concentrated innovation strategies — Beagle Leading Innovators (U.S. large cap), Darwin Emerging Innovators (U.S. small/mid cap) and Humboldt Global Innovators (global equity) — provide a stable base of long-term oriented capital as it scales over time. The team believes the success of its small/mid cap and global strategies highlight the firm’s ability to identify emerging innovators and the value of targeting innovation clusters around the world, typically before they are recognized by traditional growth investors.
“I’ve experienced the magic of a boutique, and I can confidently say that the boutique structure has significant advantages – both for our clients and our team.” said Mr. Ricketts. “We are committed to remaining a boutique and limiting capacity to ensure our interests are squarely aligned with our clients at all times.”
The building blocks of an institutional-class boutique, including an experienced and collaborative investment team, high-quality operational and compliance programs, and dedicated client service, have settled firmly in place. Evolutionary Tree will continue to invest prudently in future growth as it seeks long-term partnerships with like-minded investors that appreciate the important role a dedicated innovation allocation can play in a diversified portfolio.
For more information, please contact Steve Wine of Havener Capital Partners at 401-314-0426 or firstname.lastname@example.org.
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 important innovation and secular 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. Visit www.evolutionarytree.com to learn more.
About Havener Capital Partners
Havener Capital Partners is a sales and marketing agency dedicated to boutique asset managers. Helping some of the world’s most talented investment firms build, launch, and grow funds is important not only for our clients, but also for investors and the industry. Whether it’s testing funds in the market, expanding sales and marketing capabilities, or securing investments from our network of RIAs and family offices, we provide clients with an expert team and a time-tested framework that has raised over $8 billion dollars for boutique funds that led to over $30B in follow-on AUM.
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, 02184; T:781-535-6083
This content 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. The statistics above represent only the period shown and are no guarantee of future performance. The statistics do not reflect investment management fees. Net of fee returns will be lower than those presented. Statistical analysis is performed by PSN, an independent, unaffiliated third-party data provider based on performance data provided to them by investment managers. PSN does not perform analysis based on net of fee returns. Evolutionary Tree Capital Management (ETCM) has no input into PSN analysis or rankings. ETCM pays a fee to PSN for the use of its proprietary analyses, information, and marketing logo. Performance is based on a composite of actual trading in client accounts, but is not necessarily reflective of the performance of any individual client account. Differences in account size, timing of transactions, and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Differences in the methodology used to calculate performance may also lead to different performance results than those shown. 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.