Press Release from Havener Capital Partners

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.

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

    

June, 11, 2020 Press