This call took place on Tuesday, May 25, 2021. If you would like to be notified when the call replay is available, please fill out the form on this page.

Innovation Investing: 
Challenges & Opportunities

Curious how we identify emerging innovators and use our nimbleness to get ahead of other investors?

Contemplating innovation investment vehicles like ETFs or mutual funds?

Join our President, CIO, and Portfolio Manager, Thomas Ricketts, CFA, to discuss the challenges and opportunities in innovation investing, including our near- and long-term investment outlook.

Mr. Ricketts will also be discussing the benefits of investing in an actively-managed innovation-focused vehicle and having flexibility in the investment process. 

Other topics being discussed include:

  • Why it pays to look different than the Russell 1000 Growth Index
  • The importance of an innovation allocation
  • The recent market rotation away from secular growth stocks

To be notified when the call replay is available, please complete the form on this page. 

Featured Speaker:

Thomas Ricketts, CFA