---
title: "Call Replay: Innovation Investing Opportunities & Challenges"
description: "Enjoy a recorded discussion from Evolutionary Tree Capital Management on Innovation Investing: Challenges and Opportunities. Recorded on May 25, 2021."
image: https://info.evolutionarytree.com/hubfs/Content%20Offers/2021.05%20Boutique%20Week/2021.05%20ETree%20BoutiqueWeek%20LinkedIn%20REPLAY.png
---

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# Call Replay: May 25, 2021

# Innovation Investing:  Challenges & Opportunities

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

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](https://info.evolutionarytree.com/hs-fs/hubfs/CTAs%20and%20Content%20Offers/2020.10%20ETree%20November%20Client%20Call%20Speaker.jpg?width=200&name=2020.10%20ETree%20November%20Client%20Call%20Speaker.jpg)

### Access Call Replay

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*The information and views expressed herein are provided for informational purposes only and do not constitute investment advice. 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.  *

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