Innovation Investing: 
Challenges & Opportunities

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In this video call, Thomas Ricketts, CFA, President, CIO and Portfolio Manager of Evolutionary Tree and
Stacy Havener (Founder & CEO of Havener Capital Partners) discuss innovation investing as well as challenges and opportunities within the asset class, as well as an array of topics including:

  • Why the reopening trade will likely be short-term and may have already played out
  • The benefits of a streamlined, nimble investment firm
  • Innovative companies performing well despite higher rates
  • Why the direction and destination of profitability matters most
  • Thoughts on innovation ETFs and cryptocurrency
  • Update on firm assets and the top-ranked Beagle strategy

Featured Speaker:

Thomas Ricketts, CFA