The Outlook for Innovation

with Thomas Ricketts, CFA, President and CIO of Evolutionary Tree (Recorded November 17, 2020)

To watch the replay of this call, please fill out the form on this page.

In this video call, Thomas Ricketts and Stacy Havener (Founder & CEO of Havener Capital Partners) discuss the outlook for innovation across the equity landscape, as well as an array of topics including:

  • Update on firm assets and our new mutual fund
  • Factors contributing to our strategies outperforming their benchmarks year-to-date
  • Comparisons & contrasts to innovation ETFs
  • Diversity of industries/sectors within the strategies
  • Risk management, including thoughts on current valuations
  • Why investing in innovators goes hand in hand with a boutique culture

Featured Speaker:

Thomas Ricketts, CFA

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